+141.0%
OII vs VOO
+67.9%
+73.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.3% |
| 7D | -16.2% | -2.7% | -13.5% | -13.5% |
| 30D | -21.6% | -5.4% | -16.3% | -16.3% |
| 3M | -30.5% | -4.1% | -26.4% | -26.9% |
| 6M | -7.6% | +0.7% | -8.4% | -8.4% |
| YTD | +42.5% | +8.7% | +33.8% | +29.0% |
| 1Y | +51.4% | +11.0% | +40.5% | +33.8% |
| 3Y | +53.7% | +75.5% | -21.8% | -17.0% |
| All | +141.0% | +67.9% | +73.1% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling