+37.3%
OPTZ vs VOO
+20.9%
+16.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.3% |
| 7D | +1.5% | +0.1% | +1.3% | +1.3% |
| 30D | -1.0% | +0.1% | -1.0% | -1.1% |
| 3M | -2.1% | +2.0% | -4.1% | -4.7% |
| 6M | +20.7% | +13.0% | +7.6% | +3.2% |
| YTD | +28.5% | +13.6% | +14.9% | +9.2% |
| 1Y | +37.3% | +20.1% | +17.2% | +8.8% |
| All | +37.3% | +20.9% | +16.4% | +8.8% |
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