-10.3%
OIH vs VOO
+325.3%
-335.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.0% |
| 7D | -1.6% | -0.8% | -0.8% | -0.6% |
| 30D | +1.8% | -1.1% | +2.9% | +3.1% |
| 3M | -1.2% | +3.9% | -5.1% | -6.3% |
| 6M | +9.3% | +13.6% | -4.4% | -8.1% |
| YTD | +47.7% | +12.7% | +35.0% | +25.6% |
| 1Y | +64.5% | +17.6% | +46.9% | +32.4% |
| 3Y | +25.3% | +77.3% | -52.1% | -41.0% |
| 5Y | +148.4% | +84.1% | +64.3% | +9.1% |
| All | -10.3% | +325.3% | -335.6% | -86.3% |
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