+934.9%
ODC vs VOO
+803.9%
+131.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +7.0% | +3.3% | +3.7% | +4.6% |
| 30D | -16.0% | -2.7% | -13.3% | -14.3% |
| 3M | -17.2% | -1.7% | -15.5% | -16.2% |
| 6M | -4.3% | +3.1% | -7.5% | -6.6% |
| YTD | +51.2% | +11.9% | +39.3% | +39.2% |
| 1Y | +29.3% | +12.1% | +17.2% | +18.8% |
| 3Y | +164.8% | +78.6% | +86.3% | +72.5% |
| 5Y | +362.5% | +73.8% | +288.7% | +200.6% |
| 10Y | +377.8% | +312.3% | +65.6% | +44.2% |
| All | +934.9% | +803.9% | +131.0% | +57.5% |
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