-75.4%
OI vs VOO
+812.0%
-887.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.7% |
| 7D | -3.8% | +0.5% | -4.4% | -4.6% |
| 30D | -4.0% | -0.9% | -3.0% | -2.6% |
| 3M | -15.0% | +3.9% | -18.9% | -19.2% |
| 6M | -40.7% | +14.5% | -55.2% | -50.6% |
| YTD | -54.3% | +13.0% | -67.2% | -61.2% |
| 1Y | -47.9% | +19.4% | -67.3% | -59.2% |
| 3Y | -63.8% | +78.9% | -142.6% | -83.8% |
| 5Y | -54.3% | +82.3% | -136.6% | -80.1% |
| 10Y | -62.4% | +314.2% | -376.6% | -94.8% |
| All | -75.4% | +812.0% | -887.3% | -99.0% |
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 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