+125.5%
OII vs VOO
+817.1%
-691.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +6.9% | +0.1% | +6.9% | +6.8% |
| 3M | +29.2% | +2.0% | +27.2% | +25.0% |
| 6M | +46.3% | +13.0% | +33.2% | +20.6% |
| YTD | +113.9% | +13.6% | +100.3% | +75.5% |
| 1Y | +108.3% | +20.1% | +88.2% | +57.0% |
| 3Y | +113.9% | +77.6% | +36.3% | -10.0% |
| 5Y | +294.8% | +82.4% | +212.3% | +56.2% |
| 10Y | +103.1% | +316.8% | -213.8% | -71.6% |
| All | +125.5% | +817.1% | -691.5% | -88.1% |
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