+147.9%
OPY vs VT
+69.4%
+78.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | 0.0% | +0.2% |
| 7D | -18.3% | -4.2% | -14.2% | -14.3% |
| 30D | -26.9% | -5.8% | -21.1% | -21.9% |
| 3M | -23.8% | -5.2% | -18.6% | -19.1% |
| 6M | -11.0% | +0.1% | -11.1% | -10.5% |
| YTD | +22.7% | +8.2% | +14.4% | +13.8% |
| 1Y | +32.2% | +10.1% | +22.1% | +20.4% |
| All | +147.9% | +69.4% | +78.6% | +50.5% |
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 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