-67.2%
OPXS vs VOO
+807.8%
-875.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | -1.8% | -0.4% | -1.4% | -1.6% |
| 30D | -12.4% | -1.4% | -11.1% | -11.8% |
| 3M | -25.4% | +3.7% | -29.1% | -26.7% |
| 6M | -24.8% | +13.0% | -37.8% | -29.3% |
| YTD | -29.5% | +12.4% | -41.9% | -33.5% |
| 1Y | -14.2% | +18.6% | -32.8% | -20.8% |
| 3Y | +151.9% | +78.1% | +73.8% | +90.0% |
| 5Y | +491.7% | +82.3% | +409.5% | +333.8% |
| 10Y | +1,174.8% | +322.5% | +852.3% | +393.7% |
| All | -67.2% | +807.8% | -875.0% | -95.8% |
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 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