+51.3%
OPRA vs VOO
+77.0%
-25.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.9% |
| 7D | -4.2% | -0.4% | -3.9% | -3.7% |
| 30D | -11.4% | -1.4% | -10.0% | -9.4% |
| 3M | +2.4% | +3.7% | -1.3% | -3.1% |
| 6M | +19.6% | +13.0% | +6.6% | -1.3% |
| YTD | +30.9% | +12.4% | +18.5% | +9.3% |
| 1Y | -5.4% | +18.6% | -24.0% | -27.4% |
| All | +51.3% | +77.0% | -25.7% | -36.4% |
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