-1.2%
OFS vs VOO
+314.0%
-315.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +1.8% | +0.5% | +1.3% | +1.4% |
| 30D | +1.6% | -0.9% | +2.5% | +2.3% |
| 3M | +21.5% | +3.9% | +17.6% | +17.9% |
| 6M | +10.8% | +14.5% | -3.7% | -0.3% |
| YTD | -8.7% | +13.0% | -21.7% | -16.9% |
| 1Y | -46.4% | +19.4% | -65.8% | -53.4% |
| 3Y | -44.3% | +78.9% | -123.2% | -66.2% |
| 5Y | -26.6% | +82.3% | -108.9% | -57.4% |
| 10Y | -1.2% | +314.2% | -315.4% | -66.5% |
| All | -1.2% | +314.0% | -315.2% | -66.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling