+35.1%
OPP price history and return analytics
+225.8%
-190.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.4% | +1.0% | -0.6% | 0.0% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | +2.4% | +4.5% | -2.1% | +0.5% |
| 6M | +3.7% | +14.1% | -10.3% | -1.8% |
| YTD | +3.1% | +14.8% | -11.7% | -2.7% |
| 1Y | -2.0% | +21.2% | -23.2% | -9.7% |
| 3Y | +37.4% | +76.6% | -39.2% | +7.4% |
| 5Y | +0.3% | +66.6% | -66.3% | -20.5% |
| All | +35.1% | +225.8% | -190.7% | -16.7% |
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