+571.7%
OPY vs VT
+374.2%
+197.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +3.3% | +0.4% | +2.8% | +2.7% |
| 30D | +6.2% | +1.0% | +5.2% | +5.0% |
| 3M | +22.6% | +2.4% | +20.2% | +19.1% |
| 6M | +37.2% | +12.0% | +25.2% | +19.4% |
| YTD | +71.0% | +15.3% | +55.7% | +43.4% |
| 1Y | +68.7% | +22.6% | +46.1% | +31.4% |
| 3Y | +235.9% | +74.7% | +161.2% | +69.6% |
| 5Y | +197.0% | +66.1% | +130.8% | +56.6% |
| 10Y | +847.3% | +225.0% | +622.3% | +120.4% |
| All | +571.7% | +374.2% | +197.5% | +22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling