-98.8%
OPEX vs VOO
+15.0%
-113.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +6.9% | +0.6% |
| 7D | -58.3% | -0.9% | -57.4% | -55.9% |
| 30D | -66.4% | -2.3% | -64.0% | -60.1% |
| 3M | -89.6% | -1.2% | -88.4% | -88.3% |
| 6M | -95.4% | +3.3% | -98.7% | -95.7% |
| YTD | -97.7% | +12.3% | -110.0% | -98.7% |
| 1Y | -99.1% | +12.5% | -111.6% | -99.5% |
| All | -98.8% | +15.0% | -113.8% | -99.4% |
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