-30.1%
OPRT vs VOO
+174.2%
-204.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.9% |
| 7D | +14.4% | -2.7% | +17.1% | +19.9% |
| 30D | +35.8% | -5.4% | +41.1% | +47.9% |
| 3M | +40.5% | -4.1% | +44.6% | +50.3% |
| 6M | +94.7% | +0.7% | +93.9% | +94.3% |
| YTD | +113.8% | +8.7% | +105.1% | +93.8% |
| 1Y | +141.2% | +11.0% | +130.2% | +112.7% |
| 3Y | +94.3% | +75.5% | +18.9% | -4.7% |
| 5Y | -55.1% | +68.4% | -123.5% | -76.4% |
| All | -30.1% | +174.2% | -204.3% | -79.4% |
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 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