-97.7%
OPAD vs VOO
+82.3%
-180.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.1% |
| 7D | -2.4% | +0.5% | -3.0% | -2.7% |
| 30D | -16.5% | -0.9% | -15.6% | -16.0% |
| 3M | -25.9% | +3.9% | -29.8% | -27.1% |
| 6M | +433.3% | +14.5% | +418.8% | +320.2% |
| YTD | +230.6% | +13.0% | +217.6% | +171.0% |
| 1Y | -5.9% | +19.4% | -25.3% | -28.7% |
| 3Y | -60.1% | +78.9% | -138.9% | -86.3% |
| 5Y | -97.7% | +82.3% | -180.0% | -99.2% |
| All | -97.7% | +82.3% | -180.0% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling