-19.2%
OPFI price history and return analytics
+105.3%
-124.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.4% |
| 7D | +7.9% | +1.0% | +6.9% | +6.5% |
| 30D | -21.3% | -0.2% | -21.0% | -20.9% |
| 3M | -5.6% | +4.5% | -10.2% | -11.2% |
| 6M | -18.2% | +14.1% | -32.3% | -31.8% |
| YTD | -29.3% | +14.8% | -44.0% | -41.6% |
| 1Y | -29.3% | +21.2% | -50.5% | -45.7% |
| 3Y | +200.4% | +76.6% | +123.8% | +49.0% |
| 5Y | -18.8% | +66.6% | -85.4% | -56.6% |
| All | -19.2% | +105.3% | -124.5% | -58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling