+25.6%
OPER vs VOO
+209.1%
-183.5%
-2.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.3% | -3.3% | +3.6% | +0.3% |
| 3M | +1.0% | -2.4% | +3.4% | +1.0% |
| 6M | +1.9% | +2.6% | -0.7% | +1.9% |
| YTD | +3.2% | +11.3% | -8.1% | +3.2% |
| 1Y | +3.8% | +13.4% | -9.6% | +3.8% |
| 3Y | +13.6% | +80.3% | -66.6% | +13.4% |
| 5Y | +20.7% | +72.7% | -52.0% | +20.5% |
| All | +25.6% | +209.1% | -183.5% | +24.7% |
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