-91.7%
OPTT vs VOO
+80.3%
-172.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -15.8% | -2.0% | -13.8% | -13.1% |
| 30D | -20.0% | -1.7% | -18.3% | -17.6% |
| 3M | -40.7% | +4.7% | -45.5% | -44.3% |
| 6M | -67.3% | +12.6% | -79.9% | -71.6% |
| YTD | -46.7% | +11.8% | -58.4% | -52.8% |
| 1Y | -69.2% | +17.5% | -86.8% | -74.2% |
| 3Y | -61.9% | +77.0% | -138.9% | -79.7% |
| 5Y | -91.7% | +82.6% | -174.3% | -95.4% |
| All | -91.7% | +80.3% | -172.0% | -95.4% |
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 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