-80.6%
OFIX vs VOO
+314.4%
-395.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | -0.3% |
| 7D | -26.1% | -0.9% | -25.2% | -25.4% |
| 30D | -22.6% | -2.3% | -20.3% | -20.6% |
| 3M | -30.4% | -1.2% | -29.3% | -29.4% |
| 6M | -38.5% | +3.3% | -41.8% | -40.3% |
| YTD | -52.6% | +12.3% | -65.0% | -57.5% |
| 1Y | -53.3% | +12.5% | -65.8% | -58.1% |
| 3Y | -28.2% | +79.2% | -107.4% | -57.8% |
| 5Y | -78.0% | +75.7% | -153.7% | -86.9% |
| 10Y | -80.6% | +313.7% | -394.3% | -94.5% |
| All | -80.6% | +314.4% | -395.0% | -94.5% |
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