+95.0%
OPY vs VT
+58.3%
+36.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.2% |
| 7D | +10.6% | +0.4% | +10.3% | +10.3% |
| 30D | -18.7% | -2.6% | -16.1% | -16.3% |
| 3M | -16.8% | -3.2% | -13.6% | -13.9% |
| 6M | -2.7% | +0.9% | -3.6% | -3.0% |
| YTD | +29.0% | +11.3% | +17.7% | +17.5% |
| 1Y | +39.5% | +14.0% | +25.5% | +24.3% |
| 3Y | +158.5% | +75.8% | +82.6% | +59.4% |
| All | +95.0% | +58.3% | +36.7% | +33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling