+502.6%
ODC vs VOO
+321.7%
+180.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -3.3% | -2.0% | -1.3% | -2.1% |
| 30D | -1.4% | -1.7% | +0.2% | -0.4% |
| 3M | -9.6% | +4.7% | -14.4% | -12.4% |
| 6M | +33.9% | +12.6% | +21.4% | +24.1% |
| YTD | +77.6% | +11.8% | +65.8% | +65.2% |
| 1Y | +33.0% | +17.5% | +15.5% | +19.2% |
| 3Y | +185.7% | +77.0% | +108.8% | +96.1% |
| 5Y | +457.2% | +82.6% | +374.6% | +267.7% |
| All | +502.6% | +321.7% | +180.9% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling