-19.2%
OPFI vs VOO
+132.7%
-151.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | +7.9% | +0.5% | +7.3% | +7.2% |
| 30D | -21.3% | -0.9% | -20.3% | -20.2% |
| 3M | -5.6% | +3.9% | -9.5% | -10.0% |
| 6M | -18.2% | +14.5% | -32.8% | -30.9% |
| YTD | -29.3% | +13.0% | -42.2% | -39.1% |
| 1Y | -29.3% | +19.4% | -48.7% | -43.1% |
| 3Y | +200.4% | +78.9% | +121.5% | +59.3% |
| 5Y | -18.8% | +82.3% | -101.1% | -57.1% |
| All | -19.2% | +132.7% | -151.8% | -59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling