-9.1%
OPCH vs VOO
+80.3%
-89.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -3.4% | -2.0% | -1.4% | -1.9% |
| 30D | -1.9% | -1.7% | -0.2% | -0.6% |
| 3M | +10.5% | +4.7% | +5.8% | +6.3% |
| 6M | -20.2% | +12.6% | -32.7% | -28.0% |
| YTD | -25.8% | +11.8% | -37.6% | -32.8% |
| 1Y | -17.7% | +17.5% | -35.2% | -28.5% |
| 3Y | -31.2% | +77.0% | -108.2% | -60.0% |
| 5Y | -9.1% | +82.6% | -91.7% | -48.0% |
| All | -9.1% | +80.3% | -89.4% | -48.0% |
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