+613.4%
OHI vs VOO
+810.0%
-196.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.6% |
| 7D | +1.3% | -0.8% | +2.1% | +1.9% |
| 30D | +2.4% | -1.1% | +3.5% | +3.3% |
| 3M | +5.2% | +3.9% | +1.3% | +1.7% |
| 6M | +0.9% | +13.6% | -12.7% | -9.6% |
| YTD | +10.6% | +12.7% | -2.1% | -0.6% |
| 1Y | +17.3% | +17.6% | -0.3% | +1.5% |
| 3Y | +78.4% | +77.3% | +1.0% | +5.3% |
| 5Y | +110.5% | +84.1% | +26.4% | +17.4% |
| 10Y | +191.2% | +323.5% | -132.3% | -24.1% |
| All | +613.4% | +810.0% | -196.6% | -27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling