-24.0%
OPAD vs VOO
+18.2%
-42.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +8.2% |
| 7D | -7.3% | -0.8% | -6.5% | -14.3% |
| 30D | -18.3% | -1.1% | -17.2% | -28.6% |
| 3M | -25.0% | +3.9% | -28.9% | -15.0% |
| 6M | +376.2% | +13.6% | +362.6% | +224.0% |
| YTD | +214.0% | +12.7% | +201.3% | +125.4% |
| 1Y | -24.0% | +17.6% | -41.6% | -50.5% |
| All | -24.0% | +18.2% | -42.2% | -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