+619.5%
OPY vs VOO
+812.0%
-192.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | +2.9% | +0.5% | +2.4% | +2.3% |
| 30D | +10.5% | -0.9% | +11.4% | +11.8% |
| 3M | +26.7% | +3.9% | +22.8% | +21.0% |
| 6M | +44.4% | +14.5% | +29.9% | +22.5% |
| YTD | +71.3% | +13.0% | +58.4% | +47.8% |
| 1Y | +72.6% | +19.4% | +53.2% | +39.0% |
| 3Y | +241.4% | +78.9% | +162.5% | +65.4% |
| 5Y | +208.7% | +82.3% | +126.4% | +41.9% |
| 10Y | +862.2% | +314.2% | +548.0% | +32.8% |
| All | +619.5% | +812.0% | -192.5% | -76.9% |
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