-66.8%
OEC vs VOO
+80.3%
-147.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -24.0% |
| 6M | +19.0% | +12.6% | +6.4% | +2.4% |
| YTD | +10.9% | +11.8% | -0.9% | -3.0% |
| 1Y | -42.4% | +17.5% | -59.9% | -52.5% |
| 3Y | -72.9% | +77.0% | -149.9% | -86.2% |
| 5Y | -66.8% | +82.6% | -149.4% | -84.1% |
| All | -66.8% | +80.3% | -147.2% | -84.1% |
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