-10.9%
OPXS vs VT
+23.3%
-34.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | +2.2% | +0.4% | +1.8% | +1.5% |
| 30D | -15.1% | +1.0% | -16.1% | -16.4% |
| 3M | -14.2% | +2.4% | -16.6% | -17.7% |
| 6M | -24.6% | +12.0% | -36.6% | -36.7% |
| YTD | -27.4% | +15.3% | -42.8% | -43.9% |
| 1Y | -10.9% | +22.6% | -33.5% | -36.9% |
| All | -10.9% | +23.3% | -34.2% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling