-99.5%
OLB vs VOO
+82.3%
-181.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +5.3% |
| 7D | -6.3% | +0.5% | -6.9% | -7.0% |
| 30D | -10.7% | -0.9% | -9.8% | -9.6% |
| 3M | -39.3% | +3.9% | -43.2% | -42.2% |
| 6M | -56.3% | +14.5% | -70.8% | -63.6% |
| YTD | -55.9% | +13.0% | -68.8% | -62.5% |
| 1Y | -76.6% | +19.4% | -96.1% | -81.4% |
| 3Y | -95.7% | +78.9% | -174.5% | -98.0% |
| 5Y | -99.5% | +82.3% | -181.7% | -99.7% |
| All | -99.5% | +82.3% | -181.8% | -99.7% |
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