-100.0%
OPTT price history and return analytics
+371.8%
-471.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -0.5% | -14.4% | -14.5% |
| 7D | -4.9% | +1.0% | -6.0% | -5.7% |
| 30D | -10.2% | -0.2% | -10.0% | -9.8% |
| 3M | -46.1% | +4.5% | -50.7% | -48.1% |
| 6M | -60.6% | +14.1% | -74.6% | -64.3% |
| YTD | -46.1% | +14.8% | -60.9% | -51.1% |
| 1Y | -67.7% | +21.2% | -88.9% | -71.8% |
| 3Y | -61.5% | +76.6% | -138.1% | -75.0% |
| 5Y | -91.9% | +66.6% | -158.5% | -94.4% |
| 10Y | -99.9% | +222.3% | -322.2% | -100.0% |
| All | -100.0% | +371.8% | -471.8% | -100.0% |
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