-85.1%
OPAL vs VOO
+68.0%
-153.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.3% | +5.5% | +5.6% |
| 7D | -5.2% | -2.7% | -2.5% | -3.1% |
| 30D | -15.7% | -5.4% | -10.3% | -12.0% |
| 3M | -39.3% | -4.1% | -35.3% | -37.2% |
| 6M | -36.4% | +0.7% | -37.2% | -36.2% |
| YTD | -38.4% | +8.7% | -47.2% | -41.1% |
| 1Y | -28.2% | +11.0% | -39.2% | -31.9% |
| 3Y | -75.3% | +75.5% | -150.8% | -81.1% |
| All | -85.1% | +68.0% | -153.2% | -89.2% |
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