+109.2%
OILK vs VOO
+72.6%
+36.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -1.3% | +2.6% | -3.8% | -1.7% |
| 30D | -5.7% | -2.0% | -3.7% | -5.4% |
| 3M | +15.7% | -2.8% | +18.5% | +16.2% |
| 6M | +8.3% | +2.2% | +6.2% | +7.5% |
| YTD | +77.4% | +11.5% | +65.9% | +71.7% |
| 1Y | +73.5% | +13.5% | +60.1% | +67.0% |
| 3Y | +57.3% | +78.1% | -20.8% | +30.4% |
| All | +109.2% | +72.6% | +36.6% | +85.6% |
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 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