-62.4%
OI vs VOO
+325.3%
-387.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -2.6% |
| 7D | -8.5% | -0.8% | -7.8% | -7.6% |
| 30D | -3.3% | -1.1% | -2.2% | -1.8% |
| 3M | -27.8% | +3.9% | -31.7% | -31.3% |
| 6M | -42.5% | +13.6% | -56.1% | -51.2% |
| YTD | -55.8% | +12.7% | -68.5% | -62.0% |
| 1Y | -50.6% | +17.6% | -68.2% | -60.1% |
| 3Y | -64.7% | +77.3% | -142.0% | -83.4% |
| 5Y | -54.0% | +84.1% | -138.2% | -79.3% |
| All | -62.4% | +325.3% | -387.7% | -94.2% |
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