-96.7%
OPTU vs VOO
+263.2%
-359.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.8% |
| 7D | -5.4% | -0.4% | -5.0% | -4.9% |
| 30D | +23.6% | -1.4% | +24.9% | +25.8% |
| 3M | -12.3% | +3.7% | -16.0% | -16.4% |
| 6M | -34.8% | +13.0% | -47.8% | -44.0% |
| YTD | -41.5% | +12.4% | -54.0% | -49.5% |
| 1Y | -59.6% | +18.6% | -78.2% | -67.2% |
| 3Y | -68.9% | +78.1% | -146.9% | -84.1% |
| 5Y | -96.5% | +82.3% | -178.7% | -98.2% |
| All | -96.7% | +263.2% | -359.9% | -99.1% |
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 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