-84.1%
OPK vs VOO
+325.3%
-409.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.5% | +4.4% |
| 7D | -4.3% | -0.8% | -3.5% | -3.3% |
| 30D | +12.9% | -1.1% | +14.0% | +14.4% |
| 3M | +8.3% | +3.9% | +4.4% | +3.5% |
| 6M | +35.3% | +13.6% | +21.7% | +16.1% |
| YTD | +24.6% | +12.7% | +11.9% | +7.9% |
| 1Y | +9.8% | +17.6% | -7.8% | -9.9% |
| 3Y | -8.7% | +77.3% | -86.0% | -55.2% |
| 5Y | -55.9% | +84.1% | -140.0% | -78.7% |
| All | -84.1% | +325.3% | -409.4% | -97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling