-69.3%
OFIX vs VOO
+775.2%
-844.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.4% | -3.9% | -4.2% |
| 7D | -12.9% | -4.7% | -8.2% | -8.5% |
| 30D | -5.2% | -5.9% | +0.7% | +0.8% |
| 3M | -14.4% | -4.5% | -9.9% | -10.3% |
| 6M | -28.3% | +1.9% | -30.2% | -29.6% |
| YTD | -41.2% | +8.4% | -49.6% | -45.4% |
| 1Y | -40.4% | +9.5% | -49.9% | -45.1% |
| 3Y | -27.4% | +75.3% | -102.6% | -56.4% |
| 5Y | -75.3% | +67.9% | -143.1% | -84.6% |
| 10Y | -75.0% | +314.4% | -389.4% | -93.1% |
| All | -69.3% | +775.2% | -844.5% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling