-97.5%
OPAD price history and return analytics
+98.0%
-195.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.6% |
| 7D | -11.1% | -0.1% | -10.9% | -11.0% |
| 30D | -18.8% | -0.7% | -18.1% | -18.6% |
| 3M | -24.4% | +4.0% | -28.4% | -24.9% |
| 6M | +409.3% | +12.3% | +397.0% | +318.0% |
| YTD | +218.2% | +14.0% | +204.2% | +156.8% |
| 1Y | -8.6% | +20.3% | -28.9% | -31.5% |
| 3Y | -61.6% | +75.4% | -137.0% | -85.9% |
| 5Y | -97.5% | +66.0% | -163.4% | -99.0% |
| All | -97.5% | +98.0% | -195.5% | -99.1% |
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