+90.7%
OPRA price history and return analytics
+151.5%
-60.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | -4.3% | +0.4% | -4.7% | -4.8% |
| 30D | -5.6% | +1.0% | -6.6% | -6.8% |
| 3M | +2.6% | +2.4% | +0.2% | -0.3% |
| 6M | +26.8% | +12.0% | +14.8% | +9.7% |
| YTD | +39.1% | +15.3% | +23.7% | +16.5% |
| 1Y | +10.6% | +22.6% | -12.0% | -14.0% |
| 3Y | +48.1% | +74.7% | -26.5% | -22.6% |
| 5Y | +151.3% | +66.1% | +85.2% | +43.1% |
| All | +90.7% | +151.5% | -60.7% | -24.8% |
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