+390.2%
OPY price history and return analytics
+357.8%
+32.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +1.7% | +2.9% | -1.2% | -1.7% |
| 30D | -16.1% | -2.5% | -13.6% | -13.1% |
| 3M | -21.8% | -3.3% | -18.4% | -18.1% |
| 6M | -5.1% | +1.5% | -6.7% | -6.5% |
| YTD | +24.8% | +11.4% | +13.4% | +9.6% |
| 1Y | +31.5% | +11.9% | +19.6% | +14.8% |
| 3Y | +145.7% | +73.9% | +71.8% | +25.4% |
| 5Y | +87.3% | +57.9% | +29.4% | +5.5% |
| 10Y | +592.7% | +222.6% | +370.1% | +63.4% |
| All | +390.2% | +357.8% | +32.3% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling