-98.1%
OPAD price history and return analytics
+57.4%
-155.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.1% |
| 7D | +3.9% | +0.4% | +3.5% | +3.7% |
| 30D | -20.7% | -2.6% | -18.1% | -20.1% |
| 3M | -55.1% | -3.2% | -51.9% | -54.7% |
| 6M | +220.9% | +0.9% | +220.0% | +208.1% |
| YTD | +77.7% | +11.3% | +66.4% | +42.1% |
| 1Y | +19.4% | +14.0% | +5.4% | -8.1% |
| 3Y | -70.3% | +75.8% | -146.1% | -90.8% |
| 5Y | -98.1% | +57.8% | -155.9% | -99.2% |
| All | -98.1% | +57.4% | -155.5% | -99.2% |
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 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