+22.4%
OIA vs VOO
+325.3%
-302.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | -2.3% | -0.8% | -1.6% | -2.1% |
| 30D | -2.5% | -1.1% | -1.5% | -2.2% |
| 3M | -2.6% | +3.9% | -6.4% | -3.7% |
| 6M | -2.4% | +13.6% | -16.1% | -6.1% |
| YTD | +1.1% | +12.7% | -11.6% | -2.5% |
| 1Y | +2.9% | +17.6% | -14.7% | -2.1% |
| 3Y | +8.2% | +77.3% | -69.2% | -9.8% |
| 5Y | -5.9% | +84.1% | -90.1% | -23.1% |
| All | +22.4% | +325.3% | -302.9% | -21.1% |
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