+252.9%
OPPE price history and return analytics
+220.6%
+32.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | 0.0% |
| 7D | +1.9% | +0.4% | +1.5% | +1.5% |
| 30D | +4.3% | -2.6% | +6.9% | +6.6% |
| 3M | +0.1% | -3.2% | +3.3% | +2.8% |
| 6M | +8.4% | +0.9% | +7.4% | +7.2% |
| YTD | +19.9% | +11.3% | +8.6% | +9.1% |
| 1Y | +25.0% | +14.0% | +11.0% | +11.4% |
| 3Y | +100.1% | +75.8% | +24.2% | +21.9% |
| 5Y | +92.9% | +57.8% | +35.0% | +28.3% |
| 10Y | +243.3% | +219.8% | +23.5% | +15.9% |
| All | +252.9% | +220.6% | +32.3% | +20.7% |
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 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