-52.2%
OFIX vs VOO
+12.1%
-64.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.7% |
| 7D | -8.9% | +2.6% | -11.5% | -11.2% |
| 30D | -22.5% | -2.0% | -20.5% | -20.7% |
| 3M | -29.6% | -2.8% | -26.8% | -27.5% |
| 6M | -41.3% | +2.2% | -43.4% | -41.8% |
| YTD | -52.7% | +11.5% | -64.2% | -57.6% |
| 1Y | -52.2% | +13.5% | -65.7% | -58.6% |
| All | -52.2% | +12.1% | -64.3% | -58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling