+92.0%
OGIG vs VOO
+214.3%
-122.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.3% |
| 7D | -4.3% | -2.0% | -2.3% | -2.0% |
| 30D | -4.7% | -1.7% | -3.1% | -2.7% |
| 3M | +7.5% | +4.7% | +2.8% | +1.7% |
| 6M | +9.6% | +12.6% | -3.0% | -5.0% |
| YTD | -7.9% | +11.8% | -19.6% | -19.4% |
| 1Y | -14.5% | +17.5% | -32.0% | -29.5% |
| 3Y | +48.3% | +77.0% | -28.6% | -24.6% |
| 5Y | -14.1% | +82.6% | -96.6% | -56.3% |
| All | +92.0% | +214.3% | -122.3% | -43.6% |
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