+84.2%
OPTZ price history and return analytics
+57.8%
+26.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.6% |
| 7D | +2.8% | +1.0% | +1.8% | +1.5% |
| 30D | -1.2% | -0.2% | -1.0% | -0.9% |
| 3M | +1.4% | +4.5% | -3.1% | -3.9% |
| 6M | +25.1% | +14.1% | +11.0% | +6.6% |
| YTD | +28.4% | +14.8% | +13.6% | +8.6% |
| 1Y | +36.2% | +21.2% | +15.0% | +7.6% |
| All | +84.2% | +57.8% | +26.4% | +9.2% |
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