-100.0%
OPTT price history and return analytics
+357.8%
-457.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.3% | -0.6% | +19.9% | +20.0% |
| 7D | +78.9% | +2.9% | +76.1% | +73.0% |
| 30D | -5.6% | -2.5% | -3.0% | -1.9% |
| 3M | -88.7% | -3.3% | -85.3% | -88.0% |
| 6M | -93.5% | +1.5% | -95.1% | -93.5% |
| YTD | +126.7% | +11.4% | +115.3% | +110.1% |
| 1Y | +51.1% | +11.9% | +39.2% | +39.8% |
| 3Y | +151.9% | +73.9% | +78.0% | +65.4% |
| 5Y | -67.6% | +57.9% | -125.5% | -76.6% |
| 10Y | -98.7% | +222.6% | -321.4% | -99.5% |
| All | -100.0% | +357.8% | -457.8% | -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