-58.3%
OABI vs VOO
+87.5%
-145.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.4% |
| 7D | -6.0% | -0.8% | -5.2% | -5.4% |
| 30D | +19.0% | -1.1% | +20.1% | +19.9% |
| 3M | +73.9% | +3.9% | +70.0% | +68.8% |
| 6M | +108.2% | +13.6% | +94.6% | +89.4% |
| YTD | +120.0% | +12.7% | +107.3% | +101.6% |
| 1Y | +154.4% | +17.6% | +136.8% | +126.9% |
| 3Y | -23.2% | +77.3% | -100.5% | -46.3% |
| All | -58.3% | +87.5% | -145.8% | -73.2% |
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