-83.8%
OPK vs VOO
+309.6%
-393.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -2.9% | +2.6% | -5.5% | -5.9% |
| 30D | +22.6% | -2.0% | +24.6% | +25.2% |
| 3M | +20.0% | -2.8% | +22.8% | +23.5% |
| 6M | +51.4% | +2.2% | +49.2% | +46.7% |
| YTD | +33.3% | +11.5% | +21.8% | +16.3% |
| 1Y | +31.2% | +13.5% | +17.8% | +12.1% |
| 3Y | +31.2% | +78.1% | -46.8% | -36.4% |
| 5Y | -59.2% | +73.1% | -132.4% | -79.0% |
| All | -83.8% | +309.6% | -393.5% | -97.3% |
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