-24.3%
OPK vs VOO
+812.0%
-836.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -2.4% |
| 7D | +4.6% | +0.5% | +4.1% | +3.9% |
| 30D | +16.1% | -0.9% | +17.0% | +17.3% |
| 3M | +11.2% | +3.9% | +7.3% | +6.2% |
| 6M | +34.7% | +14.5% | +20.2% | +14.6% |
| YTD | +26.2% | +13.0% | +13.2% | +9.1% |
| 1Y | +12.0% | +19.4% | -7.5% | -9.6% |
| 3Y | -7.0% | +78.9% | -85.9% | -54.2% |
| 5Y | -55.3% | +82.3% | -137.6% | -77.8% |
| 10Y | -84.0% | +314.2% | -398.2% | -96.9% |
| All | -24.3% | +812.0% | -836.3% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling