+31.1%
OPP price history and return analytics
+217.6%
-186.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +3.4% | -3.1% | +6.5% | +4.7% |
| 3M | -4.4% | -3.5% | -0.9% | -3.1% |
| 6M | -3.1% | +0.5% | -3.5% | -3.4% |
| YTD | +0.1% | +10.8% | -10.6% | -4.3% |
| 1Y | +0.4% | +11.9% | -11.5% | -4.4% |
| 3Y | +38.5% | +73.0% | -34.4% | +9.0% |
| 5Y | -4.6% | +58.6% | -63.2% | -22.9% |
| 10Y | +31.1% | +219.2% | -188.1% | -18.5% |
| All | +31.1% | +217.6% | -186.5% | -18.5% |
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 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