+422.7%
OPY vs VOO
+800.4%
-377.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | -1.4% | +2.6% | -4.0% | -4.4% |
| 30D | -13.2% | -2.0% | -11.2% | -10.6% |
| 3M | -22.2% | -2.8% | -19.4% | -19.0% |
| 6M | -4.8% | +2.2% | -7.0% | -6.7% |
| YTD | +24.5% | +11.5% | +12.9% | +9.6% |
| 1Y | +33.7% | +13.5% | +20.2% | +15.2% |
| 3Y | +146.3% | +78.1% | +68.3% | +20.8% |
| 5Y | +86.8% | +73.1% | +13.7% | -7.5% |
| 10Y | +590.9% | +310.7% | +280.2% | -3.1% |
| All | +422.7% | +800.4% | -377.8% | -82.9% |
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 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