+52.9%
OARK vs VOO
+100.4%
-47.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.6% |
| 7D | -2.4% | -0.8% | -1.6% | -1.2% |
| 30D | +1.4% | -1.1% | +2.5% | +3.2% |
| 3M | +5.6% | +3.9% | +1.7% | -0.3% |
| 6M | +11.7% | +13.6% | -2.0% | -8.2% |
| YTD | +8.4% | +12.7% | -4.3% | -9.6% |
| 1Y | +7.1% | +17.6% | -10.5% | -16.0% |
| 3Y | +48.6% | +77.3% | -28.8% | -36.9% |
| All | +52.9% | +100.4% | -47.5% | -45.5% |
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