+206.7%
OPY vs VOO
+81.6%
+125.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | +4.6% | -0.4% | +4.9% | +4.9% |
| 30D | +10.1% | -1.4% | +11.4% | +11.4% |
| 3M | +23.1% | +3.7% | +19.3% | +19.4% |
| 6M | +48.0% | +13.0% | +35.0% | +33.6% |
| YTD | +70.8% | +12.4% | +58.3% | +54.9% |
| 1Y | +72.8% | +18.6% | +54.2% | +49.9% |
| 3Y | +240.3% | +78.1% | +162.2% | +114.4% |
| 5Y | +206.7% | +82.3% | +124.4% | +93.9% |
| All | +206.7% | +81.6% | +125.1% | +93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling