-12.8%
OPFI vs VOO
+132.2%
-145.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.1% |
| 7D | +7.5% | -0.8% | +8.3% | +8.6% |
| 30D | +16.3% | -1.1% | +17.4% | +18.0% |
| 3M | -3.9% | +3.9% | -7.7% | -8.2% |
| 6M | -7.9% | +13.6% | -21.5% | -21.4% |
| YTD | -23.7% | +12.7% | -36.4% | -34.2% |
| 1Y | -23.7% | +17.6% | -41.3% | -37.4% |
| 3Y | +218.0% | +77.3% | +140.6% | +70.2% |
| 5Y | -10.1% | +84.1% | -94.2% | -52.6% |
| All | -12.8% | +132.2% | -145.0% | -55.9% |
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