+26.6%
OAKM vs VOO
+29.4%
-2.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.2% |
| 7D | -2.2% | -0.8% | -1.4% | -1.6% |
| 30D | +0.7% | -1.1% | +1.8% | +1.5% |
| 3M | +10.8% | +3.9% | +6.9% | +7.5% |
| 6M | +13.5% | +13.6% | -0.2% | +2.2% |
| YTD | +9.5% | +12.7% | -3.2% | -0.6% |
| 1Y | +16.4% | +17.6% | -1.2% | +1.8% |
| All | +26.6% | +29.4% | -2.8% | +1.7% |
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 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