-25.9%
OPTX vs VOO
+83.1%
-109.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.5% |
| 7D | -6.1% | -2.0% | -4.1% | -3.9% |
| 30D | -17.8% | -1.7% | -16.2% | -16.1% |
| 3M | -43.0% | +4.7% | -47.8% | -45.5% |
| 6M | -8.8% | +12.6% | -21.3% | -17.9% |
| YTD | +154.9% | +11.8% | +143.1% | +132.0% |
| 1Y | +314.2% | +17.5% | +296.7% | +266.8% |
| 3Y | -30.9% | +77.0% | -107.9% | -46.8% |
| All | -25.9% | +83.1% | -109.0% | -43.0% |
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 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