-81.1%
OPAL vs VOO
+96.7%
-177.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -3.3% |
| 7D | -7.0% | -0.4% | -6.7% | -6.8% |
| 30D | -28.8% | -1.4% | -27.5% | -28.1% |
| 3M | -7.5% | +3.7% | -11.2% | -9.6% |
| 6M | -12.7% | +13.0% | -25.8% | -19.1% |
| YTD | -21.4% | +12.4% | -33.9% | -26.8% |
| 1Y | -12.7% | +18.6% | -31.3% | -20.7% |
| 3Y | -73.5% | +78.1% | -151.6% | -80.0% |
| 5Y | -81.0% | +82.3% | -163.3% | -86.5% |
| All | -81.1% | +96.7% | -177.9% | -86.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling