-8.6%
OPAD price history and return analytics
+20.4%
-29.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -9.5% |
| 7D | -11.1% | -0.1% | -10.9% | -12.9% |
| 30D | -18.8% | -0.7% | -18.1% | -26.1% |
| 3M | -24.4% | +4.0% | -28.4% | -21.6% |
| 6M | +409.3% | +12.3% | +397.0% | +277.5% |
| YTD | +218.2% | +14.0% | +204.2% | +118.7% |
| 1Y | -8.6% | +20.3% | -28.9% | -53.6% |
| All | -8.6% | +20.4% | -29.0% | -53.6% |
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