+33.0%
OPP vs VOO
+312.8%
-279.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -1.5% | -2.0% | +0.5% | -0.8% |
| 30D | -2.9% | -1.7% | -1.2% | -2.3% |
| 3M | +0.5% | +4.7% | -4.2% | -1.2% |
| 6M | +1.7% | +12.6% | -10.9% | -2.6% |
| YTD | +1.4% | +11.8% | -10.3% | -2.7% |
| 1Y | -4.0% | +17.5% | -21.6% | -9.6% |
| 3Y | +35.2% | +77.0% | -41.8% | +8.7% |
| 5Y | -0.8% | +82.6% | -83.4% | -22.1% |
| All | +33.0% | +312.8% | -279.9% | -18.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling