-46.0%
OIO vs VOO
+79.1%
-125.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.4% |
| 7D | -6.7% | +0.5% | -7.3% | -6.7% |
| 30D | -5.7% | -0.9% | -4.8% | -5.7% |
| 3M | -3.6% | +3.9% | -7.5% | -3.6% |
| 6M | -82.2% | +14.5% | -96.7% | -82.3% |
| YTD | -85.5% | +13.0% | -98.5% | -85.7% |
| 1Y | -84.3% | +19.4% | -103.8% | -84.6% |
| 3Y | -46.0% | +78.9% | -124.8% | -44.2% |
| All | -46.0% | +79.1% | -125.1% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling