+875.0%
OPLN price history and return analytics
+434.1%
+440.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.4% |
| 7D | +1.8% | -0.1% | +1.9% | +1.9% |
| 30D | -5.4% | -0.7% | -4.8% | -4.8% |
| 3M | -5.1% | +4.0% | -9.1% | -8.8% |
| 6M | +22.2% | +12.3% | +9.9% | +8.5% |
| YTD | +18.3% | +14.0% | +4.3% | +3.5% |
| 1Y | +19.3% | +20.3% | -1.0% | -1.3% |
| 3Y | +128.5% | +75.4% | +53.1% | +30.3% |
| 5Y | +117.7% | +66.0% | +51.7% | +32.2% |
| 10Y | +151.1% | +228.2% | -77.1% | -11.8% |
| All | +875.0% | +434.1% | +440.8% | +144.8% |
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 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