+122.1%
OPHC vs VOO
+14.7%
+107.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -3.1% |
| 7D | -2.4% | -0.7% | -1.7% | -2.0% |
| 30D | +4.1% | -1.1% | +5.1% | +4.6% |
| 3M | -0.6% | -0.3% | -0.2% | -0.5% |
| 6M | +62.7% | +7.4% | +55.4% | +58.0% |
| YTD | +110.6% | +13.4% | +97.2% | +102.5% |
| 1Y | +122.1% | +14.8% | +107.3% | +113.0% |
| All | +122.1% | +14.7% | +107.4% | +113.0% |
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