-78.6%
OFIX vs VOO
+74.6%
-153.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.0% |
| 7D | -22.2% | +3.3% | -25.5% | -24.7% |
| 30D | -25.1% | -2.7% | -22.4% | -22.7% |
| 3M | -33.3% | -1.7% | -31.5% | -31.8% |
| 6M | -43.0% | +3.1% | -46.1% | -44.7% |
| YTD | -54.2% | +11.9% | -66.2% | -59.1% |
| 1Y | -54.6% | +12.1% | -66.7% | -59.5% |
| 3Y | -30.6% | +78.6% | -109.2% | -60.8% |
| 5Y | -78.6% | +73.8% | -152.4% | -88.0% |
| All | -78.6% | +74.6% | -153.2% | -88.0% |
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 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