+828.2%
OPLN vs VOO
+810.0%
+18.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.6% |
| 7D | -0.5% | -0.8% | +0.3% | +0.3% |
| 30D | -0.1% | -1.1% | +0.9% | +1.0% |
| 3M | -8.8% | +3.9% | -12.7% | -12.5% |
| 6M | +25.4% | +13.6% | +11.8% | +9.7% |
| YTD | +18.5% | +12.7% | +5.8% | +4.5% |
| 1Y | +19.1% | +17.6% | +1.5% | +0.4% |
| 3Y | +130.9% | +77.3% | +53.6% | +26.4% |
| 5Y | +123.3% | +84.1% | +39.2% | +17.9% |
| 10Y | +151.4% | +323.5% | -172.1% | -37.9% |
| All | +828.2% | +810.0% | +18.2% | +15.4% |
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