+133.6%
OBIO vs VOO
+18.2%
+115.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.5% | +4.2% |
| 7D | +20.5% | -0.8% | +21.2% | +21.7% |
| 30D | +38.5% | -1.1% | +39.5% | +40.0% |
| 3M | +50.4% | +3.9% | +46.5% | +40.1% |
| 6M | +33.0% | +13.6% | +19.4% | +6.3% |
| YTD | +47.5% | +12.7% | +34.8% | +20.5% |
| 1Y | +133.6% | +17.6% | +116.0% | +71.4% |
| All | +133.6% | +18.2% | +115.4% | +71.4% |
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