-50.6%
OI vs VOO
+18.2%
-68.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -2.5% |
| 7D | -8.5% | -0.8% | -7.8% | -7.7% |
| 30D | -3.3% | -1.1% | -2.2% | -2.0% |
| 3M | -27.8% | +3.9% | -31.7% | -30.6% |
| 6M | -42.5% | +13.6% | -56.1% | -49.8% |
| YTD | -55.8% | +12.7% | -68.5% | -61.1% |
| 1Y | -50.6% | +17.6% | -68.2% | -59.0% |
| All | -50.6% | +18.2% | -68.8% | -59.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling