-41.0%
OFS vs VOO
+75.5%
-116.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | +5.3% | -2.7% | +8.0% | +7.0% |
| 30D | -8.7% | -5.4% | -3.3% | -5.7% |
| 3M | +4.2% | -4.1% | +8.3% | +6.9% |
| 6M | +5.6% | +0.7% | +4.8% | +5.8% |
| YTD | -8.3% | +8.7% | -17.0% | -11.6% |
| 1Y | -12.3% | +11.0% | -23.3% | -16.1% |
| 3Y | -41.0% | +75.5% | -116.5% | -51.4% |
| All | -41.0% | +75.5% | -116.5% | -51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling