-77.5%
OFIX vs VOO
+67.9%
-145.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.3% | -12.1% | -12.1% |
| 7D | -13.2% | -2.7% | -10.5% | -10.5% |
| 30D | -14.5% | -5.4% | -9.1% | -9.2% |
| 3M | -25.8% | -4.1% | -21.7% | -22.3% |
| 6M | -35.4% | +0.7% | -36.2% | -35.9% |
| YTD | -48.1% | +8.7% | -56.8% | -52.3% |
| 1Y | -46.4% | +11.0% | -57.3% | -51.7% |
| 3Y | -36.2% | +75.5% | -111.6% | -63.4% |
| All | -77.5% | +67.9% | -145.4% | -87.0% |
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