-12.8%
OPFI price history and return analytics
+104.1%
-116.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.0% |
| 7D | +7.5% | -1.1% | +8.7% | +9.1% |
| 30D | +16.3% | -1.0% | +17.3% | +17.9% |
| 3M | -3.9% | +3.2% | -7.0% | -7.8% |
| 6M | -7.9% | +12.5% | -20.3% | -21.7% |
| YTD | -23.7% | +14.1% | -37.8% | -36.5% |
| 1Y | -23.7% | +18.9% | -42.6% | -39.8% |
| 3Y | +218.0% | +74.1% | +143.9% | +60.5% |
| 5Y | -10.1% | +66.9% | -77.0% | -51.7% |
| All | -12.8% | +104.1% | -116.9% | -54.8% |
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