-61.7%
OPTX vs VT
+64.0%
-125.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -4.1% | -13.4% | -12.1% |
| 7D | -48.4% | -4.2% | -44.3% | -45.0% |
| 30D | -61.7% | -5.8% | -55.9% | -58.0% |
| 3M | -50.8% | -5.2% | -45.6% | -46.3% |
| 6M | -51.0% | +0.1% | -51.1% | -48.9% |
| YTD | +31.6% | +8.2% | +23.4% | +27.7% |
| 1Y | +58.9% | +10.1% | +48.7% | +53.0% |
| 3Y | -59.5% | +69.7% | -129.2% | -67.5% |
| All | -61.7% | +64.0% | -125.7% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling