-66.5%
OPTU price history and return analytics
+74.2%
-140.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.3% |
| 7D | -5.4% | -0.1% | -5.3% | -5.1% |
| 30D | +23.6% | -0.7% | +24.2% | +25.2% |
| 3M | -12.3% | +4.0% | -16.3% | -17.9% |
| 6M | -34.8% | +12.3% | -47.1% | -46.2% |
| YTD | -41.5% | +14.0% | -55.5% | -53.3% |
| 1Y | -59.6% | +20.3% | -79.9% | -70.5% |
| All | -66.5% | +74.2% | -140.7% | -88.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling