+25.3%
OIH vs VOO
+77.4%
-52.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | -1.6% | -0.8% | -0.8% | -0.8% |
| 30D | +1.8% | -1.1% | +2.9% | +2.9% |
| 3M | -1.2% | +3.9% | -5.1% | -5.5% |
| 6M | +9.3% | +13.6% | -4.4% | -5.5% |
| YTD | +47.7% | +12.7% | +35.0% | +29.0% |
| 1Y | +64.5% | +17.6% | +46.9% | +36.7% |
| 3Y | +25.3% | +77.3% | -52.1% | -28.2% |
| All | +25.3% | +77.4% | -52.2% | -28.2% |
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