-98.6%
OPAD price history and return analytics
+94.5%
-193.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.1% |
| 7D | -7.8% | -0.7% | -7.1% | -7.6% |
| 30D | -21.2% | -1.7% | -19.4% | -20.8% |
| 3M | -55.4% | -2.3% | -53.1% | -55.0% |
| 6M | +223.2% | +1.5% | +221.7% | +211.0% |
| YTD | +75.2% | +12.0% | +63.2% | +42.1% |
| 1Y | +1.0% | +12.9% | -11.9% | -18.8% |
| 3Y | -71.0% | +74.9% | -145.9% | -89.7% |
| 5Y | -98.2% | +59.9% | -158.1% | -99.2% |
| All | -98.6% | +94.5% | -193.2% | -99.5% |
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