+131.8%
OILK vs VOO
+80.3%
+51.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.3% |
| 7D | +5.8% | -2.0% | +7.8% | +6.3% |
| 30D | +12.3% | -1.7% | +13.9% | +12.6% |
| 3M | +7.5% | +4.7% | +2.8% | +6.2% |
| 6M | +29.1% | +12.6% | +16.5% | +24.8% |
| YTD | +74.5% | +11.8% | +62.7% | +68.9% |
| 1Y | +60.2% | +17.5% | +42.6% | +52.5% |
| 3Y | +47.5% | +77.0% | -29.5% | +22.3% |
| 5Y | +131.8% | +82.6% | +49.3% | +96.1% |
| All | +131.8% | +80.3% | +51.5% | +96.1% |
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 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