+30.5%
OPP price history and return analytics
+208.0%
-177.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +0.3% | -2.3% | +2.6% | +1.2% |
| 30D | +3.1% | -5.0% | +8.1% | +5.2% |
| 3M | -4.4% | -4.9% | +0.4% | -2.6% |
| 6M | -4.0% | -1.5% | -2.5% | -3.6% |
| YTD | -0.4% | +8.5% | -8.9% | -4.0% |
| 1Y | +0.6% | +11.4% | -10.8% | -4.1% |
| 3Y | +38.6% | +70.1% | -31.4% | +9.9% |
| 5Y | -3.9% | +53.7% | -57.6% | -21.2% |
| 10Y | +30.4% | +220.0% | -189.6% | -18.1% |
| All | +30.5% | +208.0% | -177.5% | -17.8% |
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