-88.4%
OPEG price history and return analytics
+15.6%
-104.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.0% |
| 7D | -9.6% | +0.4% | -10.1% | -11.1% |
| 30D | -33.2% | +1.0% | -34.1% | -34.9% |
| 3M | -66.4% | +2.4% | -68.8% | -67.3% |
| 6M | -70.9% | +12.0% | -82.9% | -79.5% |
| YTD | -82.6% | +15.3% | -97.9% | -90.9% |
| All | -88.4% | +15.6% | -104.0% | -93.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling