-86.7%
OPAL vs VOO
+94.0%
-180.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.3% | -8.1% | -8.2% |
| 7D | -11.0% | -0.6% | -10.4% | -10.5% |
| 30D | -24.9% | -3.6% | -21.2% | -22.7% |
| 3M | -50.0% | -2.7% | -47.3% | -48.9% |
| 6M | -42.7% | +2.2% | -45.0% | -43.2% |
| YTD | -44.8% | +10.9% | -55.7% | -47.9% |
| 1Y | -43.0% | +11.3% | -54.3% | -46.2% |
| 3Y | -77.9% | +76.9% | -154.8% | -83.1% |
| 5Y | -86.7% | +73.5% | -160.2% | -90.4% |
| All | -86.7% | +94.0% | -180.8% | -90.4% |
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