-58.0%
OPTU price history and return analytics
+19.6%
-77.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.9% | +4.8% | +4.6% |
| 7D | -2.9% | -1.1% | -1.8% | -1.4% |
| 30D | +22.4% | -1.0% | +23.4% | +24.2% |
| 3M | -18.4% | +3.2% | -21.6% | -21.3% |
| 6M | -32.0% | +12.5% | -44.5% | -41.7% |
| YTD | -38.2% | +14.1% | -52.2% | -49.6% |
| 1Y | -58.0% | +18.9% | -76.9% | -69.5% |
| All | -58.0% | +19.6% | -77.7% | -69.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling