-88.7%
OPHC vs VOO
+806.9%
-895.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.2% |
| 7D | +1.3% | -0.9% | +2.3% | +1.6% |
| 30D | +5.1% | -2.3% | +7.4% | +5.9% |
| 3M | -1.4% | -1.2% | -0.2% | -1.1% |
| 6M | +64.6% | +3.3% | +61.3% | +62.9% |
| YTD | +113.4% | +12.3% | +101.1% | +105.7% |
| 1Y | +122.3% | +12.5% | +109.8% | +114.1% |
| 3Y | +180.8% | +79.2% | +101.6% | +134.4% |
| 5Y | +70.5% | +75.7% | -5.2% | +42.4% |
| 10Y | +157.7% | +313.7% | -156.0% | +64.5% |
| All | -88.7% | +806.9% | -895.6% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling