+1,201.6%
OPXS vs VOO
+325.3%
+876.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.0% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | -9.5% | -1.1% | -8.4% | -9.1% |
| 3M | -23.1% | +3.9% | -26.9% | -24.2% |
| 6M | -26.9% | +13.6% | -40.5% | -30.4% |
| YTD | -28.0% | +12.7% | -40.7% | -31.2% |
| 1Y | -13.8% | +17.6% | -31.3% | -18.5% |
| 3Y | +157.8% | +77.3% | +80.5% | +114.5% |
| 5Y | +480.1% | +84.1% | +396.0% | +374.1% |
| All | +1,201.6% | +325.3% | +876.3% | +496.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling