+7.2%
OBIO vs VOO
+77.4%
-70.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.5% | +4.0% |
| 7D | +20.5% | -0.8% | +21.2% | +21.9% |
| 30D | +38.5% | -1.1% | +39.5% | +40.2% |
| 3M | +50.4% | +3.9% | +46.5% | +40.1% |
| 6M | +33.0% | +13.6% | +19.4% | +6.9% |
| YTD | +47.5% | +12.7% | +34.8% | +20.7% |
| 1Y | +133.6% | +17.6% | +116.0% | +78.3% |
| 3Y | +7.2% | +77.3% | -70.1% | -56.0% |
| All | +7.2% | +77.4% | -70.2% | -56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling