-27.0%
OPRT price history and return analytics
+139.4%
-166.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | -0.5% |
| 7D | -9.3% | -0.7% | -8.6% | -8.0% |
| 30D | +28.8% | -1.7% | +30.6% | +33.7% |
| 3M | +55.3% | -2.3% | +57.6% | +62.5% |
| 6M | +115.7% | +1.5% | +114.2% | +111.7% |
| YTD | +123.1% | +12.0% | +111.0% | +89.1% |
| 1Y | +148.9% | +12.9% | +136.1% | +108.8% |
| 3Y | +370.1% | +74.9% | +295.2% | +111.0% |
| 5Y | -56.0% | +59.9% | -116.0% | -77.0% |
| All | -27.0% | +139.4% | -166.4% | -77.6% |
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