+712.2%
OPY vs VT
+215.5%
+496.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | +5.2% | -2.3% | +7.6% | +8.1% |
| 30D | -23.3% | -5.0% | -18.3% | -18.4% |
| 3M | -20.5% | -4.9% | -15.6% | -15.5% |
| 6M | -5.5% | -1.5% | -4.0% | -3.5% |
| YTD | +26.2% | +8.5% | +17.8% | +15.3% |
| 1Y | +37.1% | +11.4% | +25.7% | +21.6% |
| 3Y | +155.1% | +70.1% | +85.1% | +39.6% |
| 5Y | +88.8% | +53.7% | +35.1% | +15.8% |
| All | +712.2% | +215.5% | +496.7% | +141.5% |
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