-97.5%
OPAD vs VOO
+125.5%
-223.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.7% |
| 7D | -12.5% | -2.0% | -10.5% | -11.5% |
| 30D | -20.6% | -1.7% | -19.0% | -19.8% |
| 3M | -21.9% | +4.7% | -26.7% | -23.4% |
| 6M | +389.6% | +12.6% | +377.1% | +298.6% |
| YTD | +211.6% | +11.8% | +199.8% | +160.1% |
| 1Y | -2.1% | +17.5% | -19.6% | -23.3% |
| 3Y | -62.4% | +77.0% | -139.4% | -85.8% |
| 5Y | -97.4% | +82.6% | -180.0% | -99.0% |
| All | -97.5% | +125.5% | -223.0% | -99.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling