+119.9%
OPCH vs VOO
+325.3%
-205.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.5% |
| 7D | -3.0% | -0.8% | -2.2% | -2.3% |
| 30D | -1.5% | -1.1% | -0.4% | -0.5% |
| 3M | +13.0% | +3.9% | +9.1% | +8.4% |
| 6M | -21.2% | +13.6% | -34.8% | -31.4% |
| YTD | -26.3% | +12.7% | -39.0% | -35.5% |
| 1Y | -20.1% | +17.6% | -37.6% | -33.1% |
| 3Y | -32.1% | +77.3% | -109.4% | -64.2% |
| 5Y | -9.7% | +84.1% | -93.8% | -54.4% |
| All | +119.9% | +325.3% | -205.4% | -53.2% |
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 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