-59.5%
OPK vs VOO
+74.6%
-134.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.9% |
| 7D | -4.6% | +3.3% | -7.8% | -8.3% |
| 30D | +26.5% | -2.7% | +29.2% | +30.3% |
| 3M | +20.1% | -1.7% | +21.9% | +22.2% |
| 6M | +51.8% | +3.1% | +48.7% | +45.2% |
| YTD | +32.5% | +11.9% | +20.6% | +14.3% |
| 1Y | +26.5% | +12.1% | +14.4% | +8.9% |
| 3Y | +32.5% | +78.6% | -46.0% | -41.3% |
| 5Y | -59.5% | +73.8% | -133.3% | -80.8% |
| All | -59.5% | +74.6% | -134.0% | -80.8% |
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