+83.1%
OPRA price history and return analytics
+146.5%
-63.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.8% | +3.1% |
| 7D | -2.2% | -2.0% | -0.2% | +0.3% |
| 30D | -10.0% | -1.4% | -8.6% | -8.4% |
| 3M | +5.1% | +4.7% | +0.4% | -0.7% |
| 6M | +21.9% | +11.4% | +10.5% | +6.4% |
| YTD | +33.5% | +13.1% | +20.4% | +14.7% |
| 1Y | -3.9% | +19.0% | -23.0% | -22.5% |
| 3Y | +49.7% | +73.9% | -24.3% | -21.3% |
| 5Y | +151.9% | +65.4% | +86.5% | +44.8% |
| All | +83.1% | +146.5% | -63.4% | -25.9% |
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