+884.8%
OPY vs VOO
+321.7%
+563.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.5% |
| 7D | -0.7% | -2.0% | +1.3% | +1.4% |
| 30D | +9.6% | -1.7% | +11.3% | +11.6% |
| 3M | +24.0% | +4.7% | +19.2% | +18.2% |
| 6M | +46.1% | +12.6% | +33.6% | +29.3% |
| YTD | +72.3% | +11.8% | +60.6% | +53.5% |
| 1Y | +74.4% | +17.5% | +56.9% | +47.4% |
| 3Y | +243.3% | +77.0% | +166.3% | +87.9% |
| 5Y | +213.8% | +82.6% | +131.2% | +63.4% |
| All | +884.8% | +321.7% | +563.1% | +101.7% |
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 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