+894.8%
OEF vs VOO
+807.8%
+87.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -0.3% | -0.4% | +0.1% | +0.1% |
| 30D | -1.1% | -1.4% | +0.3% | +0.3% |
| 3M | +4.4% | +3.7% | +0.7% | +0.7% |
| 6M | +14.1% | +13.0% | +1.0% | +1.0% |
| YTD | +11.0% | +12.4% | -1.4% | -1.2% |
| 1Y | +18.2% | +18.6% | -0.4% | -0.3% |
| 3Y | +86.9% | +78.1% | +8.8% | +5.6% |
| 5Y | +94.1% | +82.3% | +11.8% | +7.4% |
| 10Y | +365.0% | +322.5% | +42.5% | +13.6% |
| All | +894.8% | +807.8% | +87.0% | +16.7% |
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