+53.8%
OII vs VOO
+795.4%
-741.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.1% |
| 7D | -8.1% | -0.6% | -7.6% | -7.5% |
| 30D | -21.8% | -3.6% | -18.1% | -17.2% |
| 3M | -31.4% | -2.7% | -28.7% | -28.5% |
| 6M | -4.1% | +2.2% | -6.3% | -7.5% |
| YTD | +45.9% | +10.9% | +35.0% | +24.1% |
| 1Y | +48.7% | +11.3% | +37.4% | +25.6% |
| 3Y | +62.7% | +76.9% | -14.2% | -31.0% |
| 5Y | +162.6% | +73.5% | +89.1% | +12.6% |
| 10Y | +49.1% | +307.7% | -258.6% | -78.4% |
| All | +53.8% | +795.4% | -741.6% | -91.6% |
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