-91.4%
OPEX vs VOO
+16.7%
-108.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.7% | -4.8% |
| 7D | -15.3% | +0.3% | -15.6% | -16.5% |
| 30D | -46.7% | +0.2% | -46.9% | -46.5% |
| 3M | -66.0% | +2.8% | -68.8% | -68.6% |
| 6M | -73.2% | +14.3% | -87.5% | -87.1% |
| YTD | -83.8% | +14.0% | -97.8% | -92.2% |
| All | -91.4% | +16.7% | -108.1% | -96.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling