+96.3%
OAIM vs VOO
+108.9%
-12.6%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.1% |
| 7D | -0.3% | -0.9% | +0.6% | +0.5% |
| 30D | -2.5% | -2.3% | -0.2% | -0.5% |
| 3M | -3.1% | -1.2% | -2.0% | -2.1% |
| 6M | -4.0% | +3.3% | -7.3% | -6.3% |
| YTD | +10.5% | +12.3% | -1.8% | +1.0% |
| 1Y | +14.7% | +12.5% | +2.2% | +4.6% |
| 3Y | +68.7% | +79.2% | -10.5% | +4.4% |
| All | +96.3% | +108.9% | -12.6% | +6.7% |
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