-85.5%
OPAL price history and return analytics
+70.3%
-155.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -4.2% |
| 7D | -5.0% | +0.4% | -5.4% | -5.2% |
| 30D | -17.9% | -2.6% | -15.3% | -16.0% |
| 3M | -39.1% | -3.2% | -35.8% | -37.3% |
| 6M | -37.4% | +0.9% | -38.4% | -37.5% |
| YTD | -39.7% | +11.3% | -51.0% | -43.7% |
| 1Y | -32.1% | +14.0% | -46.1% | -37.2% |
| 3Y | -75.1% | +75.8% | -150.9% | -81.7% |
| 5Y | -85.4% | +57.8% | -143.3% | -89.8% |
| All | -85.5% | +70.3% | -155.8% | -89.9% |
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