+123.3%
OPHC vs VOO
+12.0%
+111.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -2.6% | -0.6% | -2.0% | -2.3% |
| 30D | +2.6% | -3.6% | +6.3% | +4.5% |
| 3M | +0.1% | -2.7% | +2.8% | +1.4% |
| 6M | +59.7% | +2.2% | +57.5% | +58.0% |
| YTD | +110.1% | +10.9% | +99.2% | +103.9% |
| 1Y | +123.3% | +11.3% | +111.9% | +116.7% |
| All | +123.3% | +12.0% | +111.2% | +116.7% |
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