-71.2%
OIS vs VOO
+325.3%
-396.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | 0.0% |
| 7D | -0.8% | -0.8% | 0.0% | +0.2% |
| 30D | -2.1% | -1.1% | -1.1% | -0.7% |
| 3M | +2.1% | +3.9% | -1.8% | -3.5% |
| 6M | -31.8% | +13.6% | -45.4% | -43.5% |
| YTD | +28.4% | +12.7% | +15.7% | +7.9% |
| 1Y | +51.1% | +17.6% | +33.5% | +20.3% |
| 3Y | +1.6% | +77.3% | -75.7% | -52.7% |
| 5Y | +55.5% | +84.1% | -28.7% | -32.0% |
| All | -71.2% | +325.3% | -396.5% | -95.8% |
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