+72.7%
OFG vs VOO
+75.5%
-2.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | +1.6% | -2.7% | +4.3% | +3.8% |
| 30D | +0.7% | -5.4% | +6.1% | +5.1% |
| 3M | -3.2% | -4.1% | +0.8% | -0.2% |
| 6M | +12.1% | +0.7% | +11.4% | +10.5% |
| YTD | +26.9% | +8.7% | +18.2% | +16.5% |
| 1Y | +29.7% | +11.0% | +18.7% | +16.6% |
| 3Y | +72.7% | +75.5% | -2.8% | -12.8% |
| All | +72.7% | +75.5% | -2.8% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling