+149.5%
OPY vs VT
+74.4%
+75.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.2% |
| 7D | +1.2% | -0.1% | +1.3% | +1.3% |
| 30D | -20.1% | -3.1% | -17.0% | -17.1% |
| 3M | -18.3% | -3.5% | -14.8% | -14.9% |
| 6M | -4.4% | +0.5% | -4.8% | -4.3% |
| YTD | +26.7% | +10.8% | +16.0% | +14.7% |
| 1Y | +37.5% | +11.9% | +25.6% | +23.2% |
| 3Y | +149.5% | +73.0% | +76.5% | +46.9% |
| All | +149.5% | +74.4% | +75.1% | +46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling