-42.4%
OEC vs VOO
+17.3%
-59.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.1% |
| 7D | -3.0% | -2.0% | -1.0% | -0.7% |
| 30D | -13.2% | -1.7% | -11.5% | -11.4% |
| 3M | -19.3% | +4.7% | -24.0% | -24.7% |
| 6M | +19.0% | +12.6% | +6.4% | +0.7% |
| YTD | +10.9% | +11.8% | -0.9% | -3.6% |
| 1Y | -42.4% | +17.5% | -59.9% | -56.6% |
| All | -42.4% | +17.3% | -59.7% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling