-80.3%
OPAL vs VOO
+82.3%
-162.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.1% |
| 7D | -0.5% | +0.5% | -1.1% | -0.9% |
| 30D | -17.6% | -0.9% | -16.7% | -17.0% |
| 3M | -10.1% | +3.9% | -14.0% | -12.3% |
| 6M | -9.4% | +14.5% | -24.0% | -16.8% |
| YTD | -18.5% | +13.0% | -31.4% | -24.4% |
| 1Y | -9.4% | +19.4% | -28.9% | -18.2% |
| 3Y | -72.5% | +78.9% | -151.4% | -79.4% |
| 5Y | -80.3% | +82.3% | -162.6% | -86.1% |
| All | -80.3% | +82.3% | -162.6% | -86.1% |
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 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