+454.5%
ODC vs VOO
+81.6%
+372.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -5.3% | -0.4% | -4.9% | -5.2% |
| 30D | -2.5% | -1.4% | -1.1% | -1.9% |
| 3M | -12.7% | +3.7% | -16.4% | -14.1% |
| 6M | +34.6% | +13.0% | +21.5% | +27.7% |
| YTD | +76.9% | +12.4% | +64.4% | +68.1% |
| 1Y | +33.2% | +18.6% | +14.6% | +23.3% |
| 3Y | +184.5% | +78.1% | +106.5% | +126.4% |
| 5Y | +454.5% | +82.3% | +372.3% | +332.1% |
| All | +454.5% | +81.6% | +372.9% | +332.1% |
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