+249.2%
OPY price history and return analytics
+74.2%
+175.0%
-29.4%
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% | +0.3% |
| 7D | +4.6% | -0.1% | +4.7% | +4.8% |
| 30D | +10.1% | -0.7% | +10.7% | +10.8% |
| 3M | +23.1% | +4.0% | +19.1% | +18.5% |
| 6M | +48.0% | +12.3% | +35.7% | +32.0% |
| YTD | +70.8% | +14.0% | +56.8% | +49.8% |
| 1Y | +72.8% | +20.3% | +52.5% | +43.5% |
| All | +249.2% | +74.2% | +175.0% | +105.9% |
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