+80.5%
OBK vs VOO
+229.6%
-149.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -0.2% | +0.1% | -0.3% | -0.3% |
| 3M | +13.8% | +2.0% | +11.8% | +11.5% |
| 6M | +30.7% | +13.0% | +17.7% | +17.5% |
| YTD | +46.8% | +13.6% | +33.2% | +31.4% |
| 1Y | +41.9% | +20.1% | +21.8% | +21.0% |
| 3Y | +84.4% | +77.6% | +6.8% | +14.4% |
| 5Y | +44.2% | +82.4% | -38.2% | -13.3% |
| All | +80.5% | +229.6% | -149.1% | -30.5% |
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 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