-52.9%
OFRM vs VOO
+13.4%
-66.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +2.4% |
| 7D | -39.0% | -0.7% | -38.2% | -38.5% |
| 30D | -39.2% | -1.1% | -38.1% | -38.6% |
| 3M | -42.4% | -0.3% | -42.0% | -42.2% |
| 6M | -32.7% | +7.4% | -40.0% | -39.0% |
| All | -52.9% | +13.4% | -66.3% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling