+93.9%
OPPE price history and return analytics
+57.5%
+36.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +4.5% | -3.1% | +7.6% | +7.0% |
| 3M | +0.3% | -3.5% | +3.8% | +3.0% |
| 6M | +8.6% | +0.5% | +8.2% | +8.0% |
| YTD | +20.2% | +10.8% | +9.4% | +10.8% |
| 1Y | +23.9% | +11.9% | +12.0% | +13.3% |
| 3Y | +99.9% | +73.0% | +26.9% | +30.7% |
| 5Y | +93.9% | +58.6% | +35.3% | +34.4% |
| All | +93.9% | +57.5% | +36.3% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling