-57.9%
OPK vs VOO
+81.6%
-139.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.6% |
| 7D | -8.9% | -0.4% | -8.5% | -8.5% |
| 30D | +10.8% | -1.4% | +12.2% | +12.7% |
| 3M | +6.9% | +3.7% | +3.2% | +2.1% |
| 6M | +27.3% | +13.0% | +14.2% | +9.0% |
| YTD | +22.2% | +12.4% | +9.8% | +5.3% |
| 1Y | +9.2% | +18.6% | -9.4% | -12.4% |
| 3Y | -9.9% | +78.1% | -88.0% | -59.6% |
| 5Y | -57.9% | +82.3% | -140.2% | -80.9% |
| All | -57.9% | +81.6% | -139.5% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling