+485.1%
OFG vs VOO
+317.9%
+167.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.7% | -1.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.3% |
| 30D | +1.2% | -3.3% | +4.6% | +4.6% |
| 3M | -1.5% | -2.4% | +0.9% | +0.6% |
| 6M | +12.8% | +2.6% | +10.2% | +8.9% |
| YTD | +27.8% | +11.3% | +16.5% | +12.6% |
| 1Y | +29.1% | +13.4% | +15.7% | +11.2% |
| 3Y | +75.9% | +80.3% | -4.4% | -9.4% |
| 5Y | +116.0% | +72.7% | +43.3% | +15.9% |
| 10Y | +485.1% | +310.0% | +175.1% | +21.5% |
| All | +485.1% | +317.9% | +167.2% | +21.5% |
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 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