-94.1%
OIO vs VOO
+83.6%
-177.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.5% |
| 7D | -12.7% | +0.1% | -12.9% | -12.7% |
| 30D | -4.3% | +0.1% | -4.4% | -4.3% |
| 3M | -2.8% | +2.0% | -4.8% | -2.9% |
| 6M | -82.2% | +13.0% | -95.3% | -82.4% |
| YTD | -85.3% | +13.6% | -98.9% | -85.5% |
| 1Y | -81.1% | +20.1% | -101.2% | -81.4% |
| 3Y | -63.8% | +77.6% | -141.3% | -65.7% |
| All | -94.1% | +83.6% | -177.7% | -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 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