-92.2%
OPEX price history and return analytics
+17.0%
-109.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -1.5% |
| 7D | -7.3% | -0.1% | -7.1% | -6.5% |
| 30D | -30.4% | -0.7% | -29.7% | -26.3% |
| 3M | -60.9% | +4.0% | -64.9% | -66.4% |
| 6M | -76.3% | +12.3% | -88.6% | -86.2% |
| YTD | -85.2% | +14.0% | -99.3% | -93.4% |
| All | -92.2% | +17.0% | -109.1% | -96.9% |
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