+1,123.9%
OPXS vs VT
+223.7%
+900.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.6% | +4.8% | +6.3% |
| 7D | -5.6% | +0.4% | -5.9% | -5.6% |
| 30D | -12.9% | -2.6% | -10.3% | -11.8% |
| 3M | -26.5% | -3.2% | -23.3% | -25.4% |
| 6M | -13.6% | +0.9% | -14.6% | -13.8% |
| YTD | -37.9% | +11.3% | -49.2% | -40.3% |
| 1Y | -41.6% | +14.0% | -55.6% | -44.3% |
| 3Y | +125.0% | +75.8% | +49.2% | +87.6% |
| 5Y | +340.5% | +57.8% | +282.7% | +280.5% |
| 10Y | +1,123.9% | +219.8% | +904.1% | +872.9% |
| All | +1,123.9% | +223.7% | +900.2% | +872.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling