-60.1%
OPAD vs VOO
+79.1%
-139.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -3.1% |
| 7D | -2.4% | +0.5% | -3.0% | -1.9% |
| 30D | -16.5% | -0.9% | -15.6% | -17.5% |
| 3M | -25.9% | +3.9% | -29.8% | -23.4% |
| 6M | +433.3% | +14.5% | +418.8% | +351.7% |
| YTD | +230.6% | +13.0% | +217.6% | +190.1% |
| 1Y | -5.9% | +19.4% | -25.3% | -22.0% |
| 3Y | -60.1% | +78.9% | -138.9% | -82.0% |
| All | -60.1% | +79.1% | -139.2% | -82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling