+450.9%
OFG vs VOO
+777.9%
-326.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | -0.1% |
| 7D | +1.6% | -2.7% | +4.3% | +4.6% |
| 30D | +0.7% | -5.4% | +6.1% | +6.8% |
| 3M | -3.2% | -4.1% | +0.8% | +0.9% |
| 6M | +12.1% | +0.7% | +11.4% | +10.2% |
| YTD | +26.9% | +8.7% | +18.2% | +13.8% |
| 1Y | +29.7% | +11.0% | +18.7% | +13.4% |
| 3Y | +72.7% | +75.5% | -2.8% | -12.2% |
| 5Y | +112.0% | +68.4% | +43.6% | +11.6% |
| 10Y | +489.2% | +315.7% | +173.5% | +1.6% |
| All | +450.9% | +777.9% | -326.9% | -65.0% |
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