+67.4%
OPTZ vs VOO
+51.1%
+16.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.9% |
| 7D | -4.1% | -2.7% | -1.4% | -0.7% |
| 30D | -8.8% | -5.4% | -3.4% | -2.3% |
| 3M | -9.7% | -4.1% | -5.6% | -4.8% |
| 6M | -3.8% | +0.7% | -4.6% | -4.1% |
| YTD | +16.7% | +8.7% | +8.0% | +6.4% |
| 1Y | +22.0% | +11.0% | +11.0% | +8.7% |
| All | +67.4% | +51.1% | +16.3% | +8.4% |
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 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