-80.7%
OPTT vs VOO
+18.2%
-98.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -31.3% | +0.8% | -32.1% | -33.9% |
| 7D | -42.1% | -0.8% | -41.3% | -41.1% |
| 30D | -45.0% | -1.1% | -43.9% | -43.3% |
| 3M | -63.3% | +3.9% | -67.2% | -68.1% |
| 6M | -74.4% | +13.6% | -88.1% | -82.3% |
| YTD | -63.3% | +12.7% | -76.0% | -73.7% |
| 1Y | -80.7% | +17.6% | -98.3% | -87.8% |
| All | -80.7% | +18.2% | -98.9% | -87.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling