+54.0%
OILK vs VOO
+315.3%
-261.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +3.0% | -0.4% | +3.3% | +3.2% |
| 30D | +10.7% | -1.4% | +12.1% | +11.5% |
| 3M | +7.2% | +3.7% | +3.5% | +4.7% |
| 6M | +29.6% | +13.0% | +16.5% | +19.9% |
| YTD | +70.8% | +12.4% | +58.3% | +58.3% |
| 1Y | +59.3% | +18.6% | +40.7% | +42.9% |
| 3Y | +44.4% | +78.1% | -33.7% | -0.8% |
| 5Y | +131.8% | +82.3% | +49.6% | +54.2% |
| All | +54.0% | +315.3% | -261.4% | -40.4% |
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