-23.1%
OPTX vs VT
+74.7%
-97.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -11.2% | +0.4% | -11.6% | -11.5% |
| 30D | -1.2% | +1.0% | -2.1% | -2.1% |
| 3M | -42.4% | +2.4% | -44.8% | -43.4% |
| 6M | +8.5% | +12.0% | -3.6% | -2.2% |
| YTD | +164.7% | +15.3% | +149.3% | +132.6% |
| 1Y | +391.6% | +22.6% | +369.0% | +316.6% |
| 3Y | -28.2% | +74.7% | -102.9% | -47.9% |
| All | -23.1% | +74.7% | -97.8% | -44.1% |
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