-98.2%
OPTU price history and return analytics
+178.3%
-276.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -0.3% | -17.3% | -17.2% |
| 7D | -30.2% | +2.4% | -32.5% | -32.2% |
| 30D | -40.3% | -1.5% | -38.8% | -38.5% |
| 3M | -37.2% | -4.1% | -33.1% | -32.7% |
| 6M | -43.4% | +0.6% | -44.0% | -43.4% |
| YTD | -68.2% | +11.0% | -79.2% | -72.1% |
| 1Y | -71.0% | +13.3% | -84.3% | -75.2% |
| 3Y | -74.3% | +73.4% | -147.7% | -87.0% |
| 5Y | -97.0% | +57.4% | -154.4% | -98.2% |
| All | -98.2% | +178.3% | -276.5% | -99.4% |
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 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