-64.1%
OI vs VOO
+75.9%
-140.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | -5.7% | -2.0% | -3.7% | -3.3% |
| 30D | -7.3% | -1.7% | -5.6% | -5.2% |
| 3M | -20.6% | +4.7% | -25.3% | -24.8% |
| 6M | -43.1% | +12.6% | -55.7% | -50.6% |
| YTD | -55.1% | +11.8% | -66.8% | -60.6% |
| 1Y | -47.5% | +17.5% | -65.1% | -57.0% |
| All | -64.1% | +75.9% | -140.0% | -82.2% |
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 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