+180.7%
ROP price history and return analytics
+217.6%
-36.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | +0.2% | -0.1% | +0.3% | +0.1% |
| 30D | +30.3% | -3.1% | +33.4% | +33.2% |
| 3M | +17.8% | -3.5% | +21.3% | +20.7% |
| 6M | +38.9% | +0.5% | +38.4% | +36.5% |
| YTD | +7.6% | +10.8% | -3.2% | -3.7% |
| 1Y | +6.5% | +11.9% | -5.4% | -5.6% |
| 3Y | -6.3% | +73.0% | -79.3% | -44.9% |
| 5Y | +0.9% | +58.6% | -57.7% | -36.0% |
| 10Y | +180.7% | +219.2% | -38.4% | -13.7% |
| All | +180.7% | +217.6% | -36.9% | -13.7% |
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 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