+1,143.1%
OPXS vs VT
+221.4%
+921.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -0.1% | +1.0% | -1.1% | -0.5% |
| 30D | -14.8% | -0.2% | -14.6% | -14.8% |
| 3M | -19.4% | +4.5% | -23.9% | -20.8% |
| 6M | -21.6% | +14.1% | -35.7% | -25.8% |
| YTD | -28.0% | +14.8% | -42.8% | -31.9% |
| 1Y | -9.0% | +21.2% | -30.2% | -15.4% |
| 3Y | +157.2% | +76.6% | +80.6% | +110.8% |
| 5Y | +500.6% | +66.6% | +434.0% | +402.3% |
| 10Y | +1,143.1% | +222.3% | +920.8% | +606.7% |
| All | +1,143.1% | +221.4% | +921.6% | +606.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling