-98.9%
OILD vs VOO
+74.2%
-173.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | +0.8% |
| 7D | -2.8% | -0.8% | -2.1% | -4.2% |
| 30D | -17.4% | -1.1% | -16.3% | -19.2% |
| 3M | -37.7% | +3.9% | -41.6% | -34.3% |
| 6M | -44.2% | +13.6% | -57.8% | -31.8% |
| YTD | -73.7% | +12.7% | -86.4% | -68.4% |
| 1Y | -76.4% | +17.6% | -94.0% | -68.8% |
| 3Y | -85.0% | +77.3% | -162.3% | -43.1% |
| All | -98.9% | +74.2% | -173.1% | -94.9% |
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 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