+111.3%
OPRX vs VOO
+325.3%
-214.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.5% |
| 7D | -7.4% | -0.8% | -6.6% | -6.5% |
| 30D | +3.6% | -1.1% | +4.6% | +5.1% |
| 3M | +38.1% | +3.9% | +34.2% | +32.4% |
| 6M | +9.3% | +13.6% | -4.3% | -5.8% |
| YTD | -40.5% | +12.7% | -53.2% | -47.9% |
| 1Y | -61.3% | +17.6% | -78.9% | -67.6% |
| 3Y | -10.2% | +77.3% | -87.5% | -51.5% |
| 5Y | -89.4% | +84.1% | -173.5% | -94.4% |
| All | +111.3% | +325.3% | -214.0% | -18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling