+184.4%
ROP price history and return analytics
+221.8%
-37.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +0.7% | +2.4% | -1.6% | -1.3% |
| 30D | +28.8% | -1.5% | +30.3% | +29.9% |
| 3M | +21.1% | -4.1% | +25.2% | +24.8% |
| 6M | +52.5% | +0.6% | +52.0% | +49.8% |
| YTD | +8.9% | +11.0% | -2.2% | -2.8% |
| 1Y | +8.2% | +13.3% | -5.1% | -5.2% |
| 3Y | -5.2% | +73.4% | -78.6% | -44.4% |
| 5Y | +1.7% | +57.4% | -55.7% | -35.0% |
| All | +184.4% | +221.8% | -37.4% | -13.6% |
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