+5.7%
OPK vs VOO
+17.3%
-11.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.7% |
| 7D | -7.5% | -2.0% | -5.5% | -5.8% |
| 30D | +7.2% | -1.7% | +8.9% | +8.8% |
| 3M | +3.5% | +4.7% | -1.3% | -0.5% |
| 6M | +25.2% | +12.6% | +12.7% | +11.5% |
| YTD | +18.3% | +11.8% | +6.5% | +5.9% |
| 1Y | +5.7% | +17.5% | -11.9% | -11.9% |
| All | +5.7% | +17.3% | -11.6% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling