+20.1%
OAKM vs VOO
+9.9%
+10.2%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.3% | +0.1% |
| 7D | +1.3% | -4.7% | +6.0% | +3.7% |
| 30D | +6.2% | -5.9% | +12.0% | +9.3% |
| 3M | +3.0% | -4.5% | +7.5% | +5.3% |
| 6M | +11.7% | +1.9% | +9.8% | +9.9% |
| YTD | +11.4% | +8.4% | +3.0% | +5.1% |
| 1Y | +20.1% | +9.5% | +10.6% | +12.7% |
| All | +20.1% | +9.9% | +10.2% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling