+96.9%
OPHC vs VOO
+82.3%
+14.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | -1.6% | -0.9% | -0.7% | -1.3% |
| 3M | +62.6% | +3.9% | +58.7% | +60.3% |
| 6M | +78.8% | +14.5% | +64.3% | +69.7% |
| YTD | +110.8% | +13.0% | +97.9% | +101.2% |
| 1Y | +110.8% | +19.4% | +91.4% | +96.9% |
| 3Y | +190.0% | +78.9% | +111.1% | +133.0% |
| 5Y | +96.9% | +82.3% | +14.6% | +67.9% |
| All | +96.9% | +82.3% | +14.6% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling