-34.5%
OPAL vs VOO
+14.7%
-49.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.3% | -2.1% |
| 7D | -3.9% | -0.7% | -3.2% | -2.3% |
| 30D | -16.9% | -1.1% | -15.8% | -14.7% |
| 3M | -38.3% | -0.3% | -38.0% | -37.7% |
| 6M | -32.1% | +7.4% | -39.5% | -42.1% |
| YTD | -37.2% | +13.4% | -50.5% | -53.6% |
| 1Y | -34.5% | +14.8% | -49.3% | -52.6% |
| All | -34.5% | +14.7% | -49.2% | -52.6% |
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