+171.0%
OPCH price history and return analytics
+356.5%
-185.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | 0.0% | +2.4% | -2.4% | -2.0% |
| 30D | +1.7% | -1.5% | +3.2% | +2.7% |
| 3M | +31.5% | -4.1% | +35.6% | +35.9% |
| 6M | +60.0% | +0.6% | +59.5% | +57.6% |
| YTD | -0.7% | +11.0% | -11.7% | -11.0% |
| 1Y | +9.8% | +13.3% | -3.6% | -3.5% |
| 3Y | +11.4% | +73.4% | -62.0% | -33.4% |
| 5Y | +18.5% | +57.4% | -38.9% | -22.5% |
| 10Y | +481.8% | +221.7% | +260.1% | +122.5% |
| All | +171.0% | +356.5% | -185.5% | -8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling