+254.0%
OPPE vs VOO
+346.5%
-92.5%
-39.3%
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% | +0.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +5.8% | +2.0% | +3.8% | +4.1% |
| 6M | +13.1% | +13.0% | +0.1% | +2.8% |
| YTD | +20.3% | +13.6% | +6.7% | +9.0% |
| 1Y | +30.6% | +20.1% | +10.5% | +13.3% |
| 3Y | +95.3% | +77.6% | +17.8% | +23.9% |
| 5Y | +97.1% | +82.4% | +14.7% | +21.0% |
| 10Y | +239.7% | +316.8% | -77.2% | -2.3% |
| All | +254.0% | +346.5% | -92.5% | -4.2% |
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