+409.6%
OPPJ vs VOO
+325.3%
+84.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.6% |
| 7D | +1.3% | -0.8% | +2.1% | +1.9% |
| 30D | +2.6% | -1.1% | +3.7% | +3.4% |
| 3M | +5.1% | +3.9% | +1.3% | +2.4% |
| 6M | +12.3% | +13.6% | -1.3% | +2.9% |
| YTD | +31.4% | +12.7% | +18.6% | +20.9% |
| 1Y | +46.9% | +17.6% | +29.3% | +31.3% |
| 3Y | +127.0% | +77.3% | +49.7% | +50.7% |
| 5Y | +201.1% | +84.1% | +116.9% | +92.0% |
| All | +409.6% | +325.3% | +84.3% | +56.0% |
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