-25.7%
OFIX vs VOO
+78.4%
-104.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -2.0% |
| 7D | -9.7% | +0.1% | -9.8% | -9.5% |
| 30D | -13.8% | -3.3% | -10.5% | -10.5% |
| 3M | -23.2% | -2.4% | -20.8% | -20.9% |
| 6M | -32.2% | +2.6% | -34.8% | -33.9% |
| YTD | -47.9% | +11.3% | -59.2% | -53.3% |
| 1Y | -47.2% | +13.4% | -60.6% | -53.7% |
| 3Y | -25.7% | +80.3% | -106.0% | -63.9% |
| All | -25.7% | +78.4% | -104.1% | -63.9% |
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