-20.0%
OPK vs VOO
+800.4%
-820.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -2.9% | +2.6% | -5.5% | -5.8% |
| 30D | +22.6% | -2.0% | +24.6% | +25.1% |
| 3M | +20.0% | -2.8% | +22.8% | +23.5% |
| 6M | +51.4% | +2.2% | +49.2% | +46.8% |
| YTD | +33.3% | +11.5% | +21.8% | +16.6% |
| 1Y | +31.2% | +13.5% | +17.8% | +12.4% |
| 3Y | +31.2% | +78.1% | -46.8% | -35.3% |
| 5Y | -59.2% | +73.1% | -132.4% | -78.6% |
| 10Y | -82.2% | +310.7% | -393.0% | -96.6% |
| All | -20.0% | +800.4% | -820.4% | -94.1% |
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