-94.2%
OIO vs VOO
+81.0%
-175.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.2% |
| 7D | -4.9% | +3.3% | -8.2% | -5.1% |
| 30D | +1.2% | -2.7% | +3.9% | +1.3% |
| 3M | -5.5% | -1.7% | -3.7% | -5.4% |
| 6M | -8.9% | +3.1% | -12.1% | -9.2% |
| YTD | -85.6% | +11.9% | -97.5% | -85.8% |
| 1Y | -84.5% | +12.1% | -96.6% | -84.7% |
| 3Y | +34.1% | +78.6% | -44.5% | +26.9% |
| All | -94.2% | +81.0% | -175.2% | -94.5% |
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