-51.3%
OPRT vs VOO
+186.5%
-237.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.7% |
| 7D | +6.9% | +0.1% | +6.8% | +6.8% |
| 30D | +29.9% | +0.1% | +29.8% | +29.7% |
| 3M | +63.3% | +2.0% | +61.3% | +58.6% |
| 6M | +48.2% | +13.0% | +35.2% | +25.3% |
| YTD | +48.8% | +13.6% | +35.2% | +25.7% |
| 1Y | +16.6% | +20.1% | -3.5% | -8.3% |
| 3Y | +8.3% | +77.6% | -69.3% | -48.3% |
| 5Y | -69.3% | +82.4% | -151.8% | -85.6% |
| All | -51.3% | +186.5% | -237.8% | -86.6% |
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