-50.6%
OPRT price history and return analytics
+145.2%
-195.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.3% |
| 7D | +12.1% | +1.0% | +11.1% | +10.3% |
| 30D | -1.2% | -0.2% | -1.0% | -0.8% |
| 3M | +67.5% | +4.5% | +63.0% | +55.9% |
| 6M | +55.1% | +14.1% | +41.1% | +26.2% |
| YTD | +51.0% | +14.8% | +36.3% | +22.2% |
| 1Y | +19.8% | +21.2% | -1.4% | -10.5% |
| 3Y | +6.4% | +76.6% | -70.2% | -53.3% |
| 5Y | -67.8% | +66.6% | -134.4% | -84.3% |
| All | -50.6% | +145.2% | -195.8% | -85.5% |
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