-90.8%
OPEG price history and return analytics
+13.3%
-104.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -8.6% |
| 7D | -19.9% | -2.0% | -17.9% | -11.7% |
| 30D | -41.2% | -1.4% | -39.8% | -36.0% |
| 3M | -67.2% | +4.7% | -71.9% | -71.1% |
| 6M | -77.7% | +11.4% | -89.1% | -83.9% |
| YTD | -86.2% | +13.1% | -99.2% | -92.1% |
| All | -90.8% | +13.3% | -104.1% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling