+73.5%
OPTZ vs VOO
+54.2%
+19.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | -0.6% | -0.6% | 0.0% | +0.2% |
| 30D | -5.3% | -3.6% | -1.7% | -0.8% |
| 3M | -5.7% | -2.7% | -3.0% | -2.3% |
| 6M | -0.9% | +2.2% | -3.1% | -3.0% |
| YTD | +20.9% | +10.9% | +10.0% | +7.7% |
| 1Y | +23.8% | +11.3% | +12.5% | +9.8% |
| All | +73.5% | +54.2% | +19.3% | +9.7% |
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