+94.7%
OII vs VOO
+315.3%
-220.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.9% | -3.6% |
| 7D | -6.1% | -0.4% | -5.7% | -5.5% |
| 30D | -5.1% | -1.4% | -3.8% | -3.1% |
| 3M | +24.3% | +3.7% | +20.6% | +16.7% |
| 6M | +38.6% | +13.0% | +25.5% | +13.1% |
| YTD | +101.8% | +12.4% | +89.4% | +66.5% |
| 1Y | +103.1% | +18.6% | +84.5% | +53.7% |
| 3Y | +95.2% | +78.1% | +17.2% | -22.7% |
| 5Y | +292.6% | +82.3% | +210.4% | +45.6% |
| 10Y | +94.7% | +322.5% | -227.8% | -77.9% |
| All | +94.7% | +315.3% | -220.6% | -77.9% |
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