-99.3%
OPEX price history and return analytics
+11.9%
-111.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -0.3% | -16.8% | -15.6% |
| 7D | -31.8% | +2.4% | -34.1% | -39.1% |
| 30D | -71.7% | -1.5% | -70.2% | -68.4% |
| 3M | -92.5% | -4.1% | -88.3% | -90.1% |
| 6M | -96.2% | +0.6% | -96.7% | -95.6% |
| YTD | -98.3% | +11.0% | -109.3% | -98.9% |
| 1Y | -99.3% | +13.3% | -112.7% | -99.6% |
| All | -99.3% | +11.9% | -111.2% | -99.6% |
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