-73.1%
OPAL price history and return analytics
+74.2%
-147.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.9% |
| 7D | -7.0% | -0.1% | -6.9% | -6.9% |
| 30D | -28.8% | -0.7% | -28.2% | -28.3% |
| 3M | -7.5% | +4.0% | -11.5% | -11.7% |
| 6M | -12.7% | +12.3% | -25.0% | -23.3% |
| YTD | -21.4% | +14.0% | -35.5% | -31.8% |
| 1Y | -12.7% | +20.3% | -33.0% | -27.4% |
| All | -73.1% | +74.2% | -147.3% | -84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling