+381.8%
OPY vs VT
+345.0%
+36.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | 0.0% | +0.9% |
| 7D | -18.3% | -4.2% | -14.2% | -13.7% |
| 30D | -26.9% | -5.8% | -21.1% | -21.1% |
| 3M | -23.8% | -5.2% | -18.6% | -18.4% |
| 6M | -11.0% | +0.1% | -11.1% | -10.9% |
| YTD | +22.7% | +8.2% | +14.4% | +11.5% |
| 1Y | +32.2% | +10.1% | +22.1% | +17.6% |
| 3Y | +152.9% | +69.7% | +83.2% | +32.9% |
| 5Y | +83.4% | +53.4% | +30.1% | +7.0% |
| 10Y | +689.2% | +219.2% | +470.0% | +88.3% |
| All | +381.8% | +345.0% | +36.8% | -4.6% |
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