+3.8%
OFS vs VOO
+311.2%
-307.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.1% |
| 7D | -2.4% | +3.3% | -5.7% | -4.9% |
| 30D | -11.5% | -2.7% | -8.8% | -9.3% |
| 3M | +4.5% | -1.7% | +6.2% | +6.1% |
| 6M | +10.7% | +3.1% | +7.6% | +8.4% |
| YTD | -11.9% | +11.9% | -23.9% | -19.1% |
| 1Y | -15.3% | +12.1% | -27.4% | -22.4% |
| 3Y | -44.2% | +78.6% | -122.8% | -66.2% |
| 5Y | -35.9% | +73.8% | -109.7% | -61.1% |
| All | +3.8% | +311.2% | -307.4% | -68.4% |
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 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