+561.5%
OPPJ vs VOO
+496.7%
+64.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | +3.3% | +0.5% | +2.8% | +2.9% |
| 30D | +3.5% | -0.9% | +4.5% | +4.3% |
| 3M | +4.8% | +3.9% | +0.9% | +1.8% |
| 6M | +14.3% | +14.5% | -0.3% | +2.9% |
| YTD | +30.4% | +13.0% | +17.5% | +18.7% |
| 1Y | +44.2% | +19.4% | +24.8% | +25.6% |
| 3Y | +125.6% | +78.9% | +46.7% | +41.3% |
| 5Y | +200.5% | +82.3% | +118.2% | +82.1% |
| 10Y | +400.5% | +314.2% | +86.3% | +27.4% |
| All | +561.5% | +496.7% | +64.9% | +1.6% |
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