+114.6%
OPHC vs VOO
+18.9%
+95.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +2.9% | -0.4% | +3.3% | +3.1% |
| 30D | +2.5% | -1.4% | +3.8% | +3.2% |
| 3M | +66.2% | +3.7% | +62.5% | +63.6% |
| 6M | +83.5% | +13.0% | +70.5% | +75.0% |
| YTD | +115.1% | +12.4% | +102.6% | +105.9% |
| 1Y | +114.6% | +18.6% | +96.0% | +99.3% |
| All | +114.6% | +18.9% | +95.7% | +99.3% |
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