+56.2%
OILK vs VOO
+316.3%
-260.1%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.2% |
| 7D | +4.3% | -0.8% | +5.1% | +4.7% |
| 30D | +11.7% | -1.1% | +12.8% | +12.2% |
| 3M | +9.7% | +3.9% | +5.8% | +7.1% |
| 6M | +24.5% | +13.6% | +10.9% | +14.9% |
| YTD | +73.2% | +12.7% | +60.5% | +60.3% |
| 1Y | +62.2% | +17.6% | +44.6% | +46.3% |
| 3Y | +46.2% | +77.3% | -31.1% | +0.8% |
| 5Y | +130.2% | +84.1% | +46.1% | +52.0% |
| All | +56.2% | +316.3% | -260.1% | -39.6% |
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 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