+249.2%
OPY vs VOO
+77.0%
+172.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | +4.6% | -0.4% | +4.9% | +5.0% |
| 30D | +10.1% | -1.4% | +11.4% | +11.6% |
| 3M | +23.1% | +3.7% | +19.3% | +19.0% |
| 6M | +48.0% | +13.0% | +35.0% | +32.0% |
| YTD | +70.8% | +12.4% | +58.3% | +53.1% |
| 1Y | +72.8% | +18.6% | +54.2% | +47.4% |
| All | +249.2% | +77.0% | +172.2% | +110.3% |
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 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