+60.5%
OPRA price history and return analytics
+142.1%
-81.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +7.3% | +2.4% | +5.0% | +4.3% |
| 30D | -9.8% | -1.5% | -8.3% | -7.7% |
| 3M | -21.5% | -4.1% | -17.4% | -16.9% |
| 6M | -11.4% | +0.6% | -12.0% | -11.6% |
| YTD | +17.0% | +11.0% | +6.0% | +3.2% |
| 1Y | +23.6% | +13.3% | +10.3% | +6.3% |
| 3Y | +54.5% | +73.4% | -18.9% | -18.0% |
| 5Y | +141.2% | +57.4% | +83.8% | +47.2% |
| All | +60.5% | +142.1% | -81.6% | -33.3% |
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