+164.9%
OPXS vs VOO
+75.9%
+89.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.4% |
| 7D | +1.0% | -2.0% | +2.9% | +2.6% |
| 30D | -9.6% | -1.7% | -8.0% | -8.4% |
| 3M | -13.9% | +4.7% | -18.6% | -16.9% |
| 6M | -20.3% | +12.6% | -32.8% | -27.2% |
| YTD | -26.0% | +11.8% | -37.8% | -32.0% |
| 1Y | -9.4% | +17.5% | -27.0% | -18.7% |
| All | +164.9% | +75.9% | +89.0% | +119.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling