-23.7%
OPFI price history and return analytics
+19.6%
-43.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.2% |
| 7D | +7.5% | -1.1% | +8.7% | +8.8% |
| 30D | +16.3% | -1.0% | +17.3% | +17.6% |
| 3M | -3.9% | +3.2% | -7.0% | -6.9% |
| 6M | -7.9% | +12.5% | -20.3% | -19.5% |
| YTD | -23.7% | +14.1% | -37.8% | -35.0% |
| 1Y | -23.7% | +18.9% | -42.6% | -35.5% |
| All | -23.7% | +19.6% | -43.4% | -35.5% |
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 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