+218.0%
OPFI vs VOO
+77.4%
+140.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +3.8% |
| 7D | +7.5% | -0.8% | +8.3% | +8.8% |
| 30D | +16.3% | -1.1% | +17.4% | +18.3% |
| 3M | -3.9% | +3.9% | -7.7% | -9.3% |
| 6M | -7.9% | +13.6% | -21.5% | -24.6% |
| YTD | -23.7% | +12.7% | -36.4% | -36.8% |
| 1Y | -23.7% | +17.6% | -41.3% | -40.7% |
| 3Y | +218.0% | +77.3% | +140.6% | +41.7% |
| All | +218.0% | +77.4% | +140.6% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling