+20.6%
OPCH vs VOO
+817.1%
-796.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +2.2% | +0.1% | +2.1% | +2.1% |
| 3M | +20.6% | +2.0% | +18.6% | +17.3% |
| 6M | -21.2% | +13.0% | -34.2% | -31.6% |
| YTD | -24.0% | +13.6% | -37.6% | -34.5% |
| 1Y | -15.9% | +20.1% | -36.0% | -31.8% |
| 3Y | -30.0% | +77.6% | -107.5% | -64.0% |
| 5Y | -13.1% | +82.4% | -95.5% | -56.8% |
| 10Y | +129.3% | +316.8% | -187.6% | -55.0% |
| All | +20.6% | +817.1% | -796.5% | -91.5% |
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