-96.7%
OPTU price history and return analytics
+183.4%
-280.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.1% |
| 7D | -7.2% | -2.0% | -5.2% | -4.7% |
| 30D | +16.7% | -1.4% | +18.1% | +19.2% |
| 3M | -19.6% | +4.7% | -24.3% | -24.4% |
| 6M | -35.2% | +11.4% | -46.6% | -43.9% |
| YTD | -41.5% | +13.1% | -54.6% | -50.5% |
| 1Y | -58.4% | +19.0% | -77.4% | -67.0% |
| 3Y | -68.9% | +73.9% | -142.8% | -84.5% |
| 5Y | -96.4% | +65.4% | -161.8% | -98.0% |
| All | -96.7% | +183.4% | -280.1% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling