-23.1%
OPTX vs VOO
+86.1%
-109.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.0% |
| 7D | -11.2% | +0.1% | -11.3% | -11.1% |
| 30D | -1.2% | +0.1% | -1.2% | -1.1% |
| 3M | -42.4% | +2.0% | -44.4% | -43.2% |
| 6M | +8.5% | +13.0% | -4.6% | -2.9% |
| YTD | +164.7% | +13.6% | +151.1% | +136.6% |
| 1Y | +391.6% | +20.1% | +371.5% | +325.9% |
| 3Y | -28.2% | +77.6% | -105.8% | -45.8% |
| All | -23.1% | +86.1% | -109.1% | -41.9% |
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