-22.7%
OPTX price history and return analytics
+72.7%
-95.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +1.1% | -0.1% | +1.2% | +1.2% |
| 30D | +0.4% | -0.7% | +1.1% | +1.4% |
| 3M | -34.6% | +4.0% | -38.6% | -37.1% |
| 6M | +6.6% | +12.3% | -5.7% | -4.1% |
| YTD | +166.1% | +14.0% | +152.1% | +137.1% |
| 1Y | +350.3% | +20.3% | +330.0% | +289.0% |
| 3Y | -27.9% | +75.4% | -103.3% | -46.9% |
| All | -22.7% | +72.7% | -95.4% | -43.0% |
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