-65.3%
OFLX vs VOO
+77.4%
-142.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.4% |
| 7D | -4.9% | -0.8% | -4.2% | -4.3% |
| 30D | -15.0% | -1.1% | -13.9% | -14.2% |
| 3M | -16.3% | +3.9% | -20.2% | -18.9% |
| 6M | -7.9% | +13.6% | -21.5% | -17.3% |
| YTD | -11.2% | +12.7% | -23.9% | -19.6% |
| 1Y | -22.3% | +17.6% | -39.8% | -32.0% |
| 3Y | -65.3% | +77.3% | -142.6% | -78.4% |
| All | -65.3% | +77.4% | -142.7% | -78.4% |
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