-27.8%
OPTX price history and return analytics
+72.8%
-100.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.7% |
| 7D | -6.2% | -1.1% | -5.1% | -4.9% |
| 30D | -18.4% | -1.0% | -17.4% | -17.3% |
| 3M | -49.7% | +3.2% | -52.8% | -51.2% |
| 6M | +1.7% | +12.5% | -10.8% | -8.6% |
| YTD | +148.3% | +14.1% | +134.2% | +121.1% |
| 1Y | +301.1% | +18.9% | +282.2% | +249.6% |
| 3Y | -32.7% | +74.1% | -106.8% | -50.5% |
| All | -27.8% | +72.8% | -100.6% | -46.8% |
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