+35.1%
OPP price history and return analytics
+221.8%
-186.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.0% | +2.4% | -3.4% | -1.9% |
| 30D | +3.3% | -1.5% | +4.8% | +3.9% |
| 3M | -5.9% | -4.1% | -1.8% | -4.3% |
| 6M | -4.0% | +0.6% | -4.5% | -4.3% |
| YTD | -1.4% | +11.0% | -12.5% | -5.8% |
| 1Y | -0.5% | +13.3% | -13.9% | -5.8% |
| 3Y | +35.5% | +73.4% | -37.9% | +6.5% |
| 5Y | -6.1% | +57.4% | -63.5% | -23.8% |
| All | +35.1% | +221.8% | -186.6% | -15.0% |
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