+116.8%
OFG vs VOO
+74.6%
+42.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.6% |
| 7D | +1.3% | +3.3% | -2.0% | -1.4% |
| 30D | +0.9% | -2.7% | +3.6% | +3.0% |
| 3M | -2.2% | -1.7% | -0.5% | -1.1% |
| 6M | +17.7% | +3.1% | +14.6% | +14.0% |
| YTD | +28.2% | +11.9% | +16.2% | +15.3% |
| 1Y | +28.9% | +12.1% | +16.8% | +15.7% |
| 3Y | +76.5% | +78.6% | -2.1% | +5.9% |
| 5Y | +116.8% | +73.8% | +43.1% | +33.6% |
| All | +116.8% | +74.6% | +42.3% | +33.6% |
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