-80.4%
OPAL price history and return analytics
+75.5%
-156.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.1% |
| 7D | -0.5% | +1.0% | -1.5% | -1.3% |
| 30D | -17.6% | -0.2% | -17.4% | -17.5% |
| 3M | -10.1% | +4.5% | -14.6% | -13.1% |
| 6M | -9.4% | +14.1% | -23.5% | -17.6% |
| YTD | -18.5% | +14.8% | -33.2% | -25.9% |
| 1Y | -9.4% | +21.2% | -30.6% | -20.1% |
| 3Y | -72.5% | +76.6% | -149.1% | -80.1% |
| 5Y | -80.3% | +66.6% | -146.9% | -86.6% |
| All | -80.4% | +75.5% | -156.0% | -86.7% |
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