+11.6%
OFS vs VOO
+317.9%
-306.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | -0.3% |
| 7D | +6.7% | +0.1% | +6.6% | +6.6% |
| 30D | -6.6% | -3.3% | -3.3% | -3.8% |
| 3M | +3.7% | -2.4% | +6.1% | +5.9% |
| 6M | +7.8% | +2.6% | +5.2% | +5.9% |
| YTD | -6.8% | +11.3% | -18.1% | -14.1% |
| 1Y | -11.3% | +13.4% | -24.7% | -19.5% |
| 3Y | -40.0% | +80.3% | -120.3% | -64.0% |
| 5Y | -31.9% | +72.7% | -104.6% | -58.5% |
| 10Y | +11.6% | +310.0% | -298.4% | -65.9% |
| All | +11.6% | +317.9% | -306.3% | -65.9% |
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