-99.0%
OPEX vs VOO
+12.0%
-111.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -0.3% | -13.5% | -12.0% |
| 7D | -50.8% | -0.6% | -50.2% | -48.4% |
| 30D | -72.5% | -3.6% | -68.8% | -65.4% |
| 3M | -89.9% | -2.7% | -87.2% | -87.7% |
| 6M | -96.1% | +2.2% | -98.3% | -96.0% |
| YTD | -97.9% | +10.9% | -108.8% | -98.6% |
| 1Y | -99.0% | +11.3% | -110.4% | -99.3% |
| All | -99.0% | +12.0% | -111.0% | -99.3% |
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