+301.1%
OPTX price history and return analytics
+19.6%
+281.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -5.7% |
| 7D | -6.2% | -1.1% | -5.1% | -2.6% |
| 30D | -18.4% | -1.0% | -17.4% | -15.4% |
| 3M | -49.7% | +3.2% | -52.8% | -54.6% |
| 6M | +1.7% | +12.5% | -10.8% | -30.5% |
| YTD | +148.3% | +14.1% | +134.2% | +52.3% |
| 1Y | +301.1% | +18.9% | +282.2% | +110.2% |
| All | +301.1% | +19.6% | +281.5% | +110.2% |
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 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