-62.3%
OEC vs VOO
+321.7%
-384.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.1% |
| 7D | -3.0% | -2.0% | -1.0% | -0.4% |
| 30D | -13.2% | -1.7% | -11.5% | -11.3% |
| 3M | -19.3% | +4.7% | -24.0% | -24.5% |
| 6M | +19.0% | +12.6% | +6.4% | +1.0% |
| YTD | +10.9% | +11.8% | -0.9% | -4.3% |
| 1Y | -42.4% | +17.5% | -59.9% | -53.4% |
| 3Y | -72.9% | +77.0% | -149.9% | -87.2% |
| 5Y | -66.8% | +82.6% | -149.4% | -85.0% |
| All | -62.3% | +321.7% | -384.0% | -93.2% |
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