+122.0%
OPPJ vs VOO
+75.9%
+46.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -1.4% | -2.0% | +0.6% | 0.0% |
| 30D | +1.9% | -1.7% | +3.6% | +3.1% |
| 3M | +5.8% | +4.7% | +1.0% | +2.6% |
| 6M | +9.6% | +12.6% | -3.0% | +1.4% |
| YTD | +28.5% | +11.8% | +16.7% | +19.4% |
| 1Y | +44.2% | +17.5% | +26.6% | +29.9% |
| All | +122.0% | +75.9% | +46.1% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling