+153.7%
OPHC vs VOO
+309.2%
-155.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -2.6% | -0.6% | -2.0% | -2.4% |
| 30D | +2.6% | -3.6% | +6.3% | +3.9% |
| 3M | +0.1% | -2.7% | +2.8% | +1.0% |
| 6M | +59.7% | +2.2% | +57.5% | +58.6% |
| YTD | +110.1% | +10.9% | +99.2% | +103.1% |
| 1Y | +123.3% | +11.3% | +111.9% | +115.4% |
| 3Y | +176.5% | +76.9% | +99.6% | +130.4% |
| 5Y | +63.6% | +73.5% | -10.0% | +36.6% |
| All | +153.7% | +309.2% | -155.5% | +78.1% |
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 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