+1,201.6%
OPXS price history and return analytics
+229.8%
+971.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.1% |
| 7D | -0.8% | -1.1% | +0.3% | -0.3% |
| 30D | -9.5% | -1.0% | -8.5% | -9.1% |
| 3M | -23.1% | +3.2% | -26.2% | -24.1% |
| 6M | -26.9% | +12.5% | -39.4% | -30.3% |
| YTD | -28.0% | +14.1% | -42.1% | -31.7% |
| 1Y | -13.8% | +18.9% | -32.7% | -19.2% |
| 3Y | +157.8% | +74.1% | +83.7% | +112.8% |
| 5Y | +480.1% | +66.9% | +413.3% | +385.8% |
| All | +1,201.6% | +229.8% | +971.8% | +640.4% |
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