+68.9%
OPRX vs VOO
+812.0%
-743.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.9% | -2.9% |
| 7D | -3.3% | +0.5% | -3.8% | -3.8% |
| 30D | +7.3% | -0.9% | +8.3% | +8.4% |
| 3M | +50.5% | +3.9% | +46.6% | +45.9% |
| 6M | +12.8% | +14.5% | -1.8% | +0.4% |
| YTD | -38.0% | +13.0% | -51.0% | -43.9% |
| 1Y | -58.4% | +19.4% | -77.9% | -64.0% |
| 3Y | -10.1% | +78.9% | -88.9% | -42.5% |
| 5Y | -88.6% | +82.3% | -170.9% | -92.7% |
| 10Y | +130.3% | +314.2% | -183.9% | +6.3% |
| All | +68.9% | +812.0% | -743.1% | -6.0% |
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