+44.7%
OBK vs VOO
+81.6%
-36.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.1% |
| 7D | -0.4% | -0.4% | 0.0% | -0.1% |
| 30D | +1.4% | -1.4% | +2.8% | +2.5% |
| 3M | +10.4% | +3.7% | +6.7% | +6.9% |
| 6M | +32.7% | +13.0% | +19.6% | +19.7% |
| YTD | +44.5% | +12.4% | +32.1% | +31.0% |
| 1Y | +43.9% | +18.6% | +25.3% | +24.8% |
| 3Y | +93.1% | +78.1% | +15.0% | +23.9% |
| 5Y | +44.7% | +82.3% | -37.6% | -9.1% |
| All | +44.7% | +81.6% | -36.9% | -9.1% |
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