+496.0%
OPXS price history and return analytics
+63.7%
+432.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +1.0% | -2.0% | +3.0% | +1.9% |
| 30D | -9.6% | -1.4% | -8.2% | -9.0% |
| 3M | -13.9% | +4.7% | -18.6% | -15.6% |
| 6M | -20.3% | +11.4% | -31.6% | -23.9% |
| YTD | -26.0% | +13.1% | -39.1% | -29.6% |
| 1Y | -9.4% | +19.0% | -28.4% | -15.0% |
| 3Y | +164.2% | +73.9% | +90.3% | +131.8% |
| 5Y | +496.0% | +65.4% | +430.6% | +453.7% |
| All | +496.0% | +63.7% | +432.4% | +453.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling