-89.6%
OPRX vs VOO
+80.3%
-169.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +1.1% |
| 7D | -9.7% | -2.0% | -7.7% | -6.8% |
| 30D | +3.8% | -1.7% | +5.4% | +6.8% |
| 3M | +41.3% | +4.7% | +36.6% | +32.3% |
| 6M | +9.1% | +12.6% | -3.4% | -8.7% |
| YTD | -41.4% | +11.8% | -53.2% | -50.1% |
| 1Y | -59.1% | +17.5% | -76.7% | -67.5% |
| 3Y | -15.0% | +77.0% | -92.0% | -62.0% |
| 5Y | -89.6% | +82.6% | -172.1% | -95.1% |
| All | -89.6% | +80.3% | -169.9% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling