+301.1%
OPTX vs VOO
+18.2%
+282.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -5.7% |
| 7D | -6.2% | -0.8% | -5.4% | -3.7% |
| 30D | -18.4% | -1.1% | -17.3% | -15.1% |
| 3M | -49.7% | +3.9% | -53.6% | -56.1% |
| 6M | +1.7% | +13.6% | -11.9% | -35.8% |
| YTD | +148.3% | +12.7% | +135.5% | +62.3% |
| 1Y | +301.1% | +17.6% | +283.5% | +121.4% |
| All | +301.1% | +18.2% | +282.9% | +121.4% |
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 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