+51.7%
OARK vs VOO
+98.7%
-46.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.6% |
| 7D | -3.5% | -2.0% | -1.5% | -0.3% |
| 30D | +0.9% | -1.7% | +2.6% | +3.8% |
| 3M | +7.3% | +4.7% | +2.6% | -0.1% |
| 6M | +10.9% | +12.6% | -1.7% | -7.5% |
| YTD | +7.6% | +11.8% | -4.2% | -9.1% |
| 1Y | +8.8% | +17.5% | -8.8% | -14.5% |
| 3Y | +48.8% | +77.0% | -28.2% | -36.6% |
| All | +51.7% | +98.7% | -46.9% | -45.2% |
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