+107.9%
OAEM vs VOO
+105.8%
+2.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.1% |
| 7D | -0.7% | -0.8% | 0.0% | 0.0% |
| 30D | +2.6% | -1.1% | +3.7% | +3.6% |
| 3M | +3.3% | +3.9% | -0.6% | +0.1% |
| 6M | +18.0% | +13.6% | +4.4% | +6.5% |
| YTD | +35.8% | +12.7% | +23.1% | +23.4% |
| 1Y | +47.8% | +17.6% | +30.2% | +30.0% |
| 3Y | +85.4% | +77.3% | +8.1% | +16.9% |
| All | +107.9% | +105.8% | +2.0% | +17.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling