-88.8%
OPHC vs VOO
+817.1%
-905.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +2.2% | +0.1% | +2.1% | +2.1% |
| 3M | +64.5% | +2.0% | +62.5% | +63.5% |
| 6M | +64.8% | +13.0% | +51.7% | +58.6% |
| YTD | +111.3% | +13.6% | +97.7% | +103.1% |
| 1Y | +112.3% | +20.1% | +92.2% | +100.5% |
| 3Y | +188.7% | +77.6% | +111.2% | +141.6% |
| 5Y | +87.5% | +82.4% | +5.0% | +54.9% |
| 10Y | +112.8% | +316.8% | -204.0% | +35.4% |
| All | -88.8% | +817.1% | -905.9% | -92.9% |
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 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