+194.4%
OFLX vs VOO
+802.4%
-608.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -2.6% | -2.0% | -0.7% | -0.6% |
| 30D | -14.8% | -1.7% | -13.1% | -13.3% |
| 3M | -15.4% | +4.7% | -20.1% | -19.3% |
| 6M | -10.3% | +12.6% | -22.8% | -20.7% |
| YTD | -11.5% | +11.8% | -23.2% | -21.0% |
| 1Y | -21.2% | +17.5% | -38.7% | -33.3% |
| 3Y | -65.4% | +77.0% | -142.4% | -81.0% |
| 5Y | -80.2% | +82.6% | -162.8% | -89.6% |
| 10Y | -16.3% | +320.0% | -336.2% | -82.3% |
| All | +194.4% | +802.4% | -608.0% | -75.6% |
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