-22.1%
OIH vs VOO
+802.4%
-824.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | -2.2% | -2.0% | -0.3% | +0.4% |
| 30D | +1.2% | -1.7% | +2.8% | +3.4% |
| 3M | -0.6% | +4.7% | -5.4% | -6.9% |
| 6M | +9.9% | +12.6% | -2.6% | -6.9% |
| YTD | +47.6% | +11.8% | +35.8% | +26.2% |
| 1Y | +64.4% | +17.5% | +46.8% | +31.4% |
| 3Y | +25.3% | +77.0% | -51.7% | -42.2% |
| 5Y | +148.2% | +82.6% | +65.6% | +7.2% |
| 10Y | -9.1% | +320.0% | -329.1% | -86.9% |
| All | -22.1% | +802.4% | -824.5% | -96.2% |
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 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