-97.3%
OPAD vs VOO
+129.2%
-226.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.7% |
| 7D | -6.9% | +0.1% | -7.0% | -6.9% |
| 30D | -11.1% | +0.1% | -11.1% | -11.0% |
| 3M | +454.1% | +2.0% | +452.0% | +444.1% |
| 6M | +438.1% | +13.0% | +425.0% | +343.0% |
| YTD | +238.8% | +13.6% | +225.3% | +180.2% |
| 1Y | -16.0% | +20.1% | -36.1% | -35.5% |
| 3Y | -67.2% | +77.6% | -144.8% | -87.4% |
| 5Y | -96.8% | +82.4% | -179.3% | -98.8% |
| All | -97.3% | +129.2% | -226.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling