-79.1%
OPTT price history and return analytics
+57.5%
-136.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.9% |
| 7D | -6.5% | -0.1% | -6.4% | -6.4% |
| 30D | -49.4% | -3.1% | -46.4% | -43.8% |
| 3M | -92.5% | -3.5% | -89.0% | -91.4% |
| 6M | -95.9% | +0.5% | -96.4% | -95.9% |
| YTD | +43.3% | +10.8% | +32.6% | +8.8% |
| 1Y | -4.4% | +11.9% | -16.3% | -28.3% |
| 3Y | +59.3% | +73.0% | -13.7% | -31.0% |
| 5Y | -79.1% | +58.6% | -137.7% | -89.4% |
| All | -79.1% | +57.5% | -136.7% | -89.4% |
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