+368.5%
OPRT price history and return analytics
+74.5%
+294.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | +1.4% | +2.9% | -1.5% | -3.6% |
| 30D | +28.2% | -2.5% | +30.8% | +35.2% |
| 3M | +56.4% | -3.3% | +59.7% | +67.2% |
| 6M | +107.8% | +1.5% | +106.2% | +103.1% |
| YTD | +122.3% | +11.4% | +110.9% | +85.5% |
| 1Y | +143.0% | +11.9% | +131.1% | +101.0% |
| All | +368.5% | +74.5% | +294.0% | +94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling