-96.3%
OPTU price history and return analytics
+58.5%
-154.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.6% | -7.2% |
| 7D | +11.8% | +2.9% | +8.9% | +6.7% |
| 30D | -32.2% | -2.5% | -29.7% | -28.4% |
| 3M | -23.5% | -3.3% | -20.2% | -17.9% |
| 6M | -33.1% | +1.5% | -34.6% | -34.5% |
| YTD | -61.4% | +11.4% | -72.8% | -67.9% |
| 1Y | -67.5% | +11.9% | -79.4% | -73.1% |
| 3Y | -71.8% | +73.9% | -145.7% | -89.2% |
| 5Y | -96.3% | +57.9% | -154.2% | -98.4% |
| All | -96.3% | +58.5% | -154.9% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling