+236.2%
OPPE price history and return analytics
+226.9%
+9.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.1% |
| 7D | -0.9% | -2.0% | +1.1% | +0.8% |
| 30D | -0.9% | -1.4% | +0.5% | +0.3% |
| 3M | +8.0% | +4.7% | +3.3% | +3.8% |
| 6M | +14.1% | +11.4% | +2.8% | +4.2% |
| YTD | +18.5% | +13.1% | +5.5% | +6.9% |
| 1Y | +26.9% | +19.0% | +7.9% | +9.5% |
| 3Y | +95.0% | +73.9% | +21.0% | +22.0% |
| 5Y | +97.1% | +65.4% | +31.7% | +27.8% |
| All | +236.2% | +226.9% | +9.3% | +19.5% |
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