+514.7%
OFG vs VOO
+315.9%
+198.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +0.2% | +0.1% | +0.1% | +0.1% |
| 3M | +16.6% | +2.0% | +14.6% | +13.8% |
| 6M | +34.1% | +13.0% | +21.0% | +16.9% |
| YTD | +32.0% | +13.6% | +18.4% | +14.3% |
| 1Y | +20.1% | +20.1% | 0.0% | -2.3% |
| 3Y | +82.8% | +77.6% | +5.2% | -3.7% |
| 5Y | +154.2% | +82.4% | +71.8% | +28.4% |
| All | +514.7% | +315.9% | +198.8% | +20.7% |
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 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