-11.7%
OPAD vs VOO
+21.4%
-33.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | +8.7% |
| 7D | -3.8% | +0.3% | -4.1% | -2.8% |
| 30D | -13.3% | +0.2% | -13.5% | -14.1% |
| 3M | +466.4% | +2.8% | +463.6% | +544.0% |
| 6M | +473.9% | +14.3% | +459.6% | +342.1% |
| YTD | +256.2% | +14.0% | +242.2% | +183.5% |
| All | -11.7% | +21.4% | -33.1% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling