-97.8%
OPTU price history and return analytics
+179.1%
-276.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.6% | -7.4% |
| 7D | +11.8% | +2.9% | +8.9% | +7.8% |
| 30D | -32.2% | -2.5% | -29.7% | -29.2% |
| 3M | -23.5% | -3.3% | -20.2% | -19.0% |
| 6M | -33.1% | +1.5% | -34.6% | -34.0% |
| YTD | -61.4% | +11.4% | -72.8% | -66.3% |
| 1Y | -67.5% | +11.9% | -79.4% | -71.8% |
| 3Y | -71.8% | +73.9% | -145.7% | -85.8% |
| 5Y | -96.3% | +57.9% | -154.2% | -97.9% |
| All | -97.8% | +179.1% | -276.9% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling