-94.0%
OIO vs VOO
+81.6%
-175.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.8% | -0.6% |
| 7D | +1.7% | -0.9% | +2.6% | +1.8% |
| 30D | -2.7% | -2.3% | -0.4% | -2.6% |
| 3M | -2.2% | -1.2% | -1.0% | -2.2% |
| 6M | -7.3% | +3.3% | -10.7% | -7.6% |
| YTD | -85.3% | +12.3% | -97.6% | -85.4% |
| 1Y | -84.3% | +12.5% | -96.8% | -84.5% |
| 3Y | +37.2% | +79.2% | -42.0% | +29.8% |
| All | -94.0% | +81.6% | -175.6% | -94.4% |
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 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