-2.7%
OPFI vs VOO
+82.8%
-85.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.0% |
| 7D | +7.5% | -0.8% | +8.3% | +8.7% |
| 30D | +16.3% | -1.1% | +17.4% | +18.0% |
| 3M | -3.9% | +3.9% | -7.7% | -8.5% |
| 6M | -7.9% | +13.6% | -21.5% | -22.1% |
| YTD | -23.7% | +12.7% | -36.4% | -34.8% |
| 1Y | -23.7% | +17.6% | -41.3% | -38.1% |
| 3Y | +218.0% | +77.3% | +140.6% | +62.9% |
| All | -2.7% | +82.8% | -85.5% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling