+51.1%
OLED vs VOO
+325.3%
-274.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +1.7% |
| 7D | +1.5% | -0.8% | +2.3% | +2.7% |
| 30D | -9.2% | -1.1% | -8.1% | -7.7% |
| 3M | -6.5% | +3.9% | -10.4% | -11.4% |
| 6M | -14.2% | +13.6% | -27.9% | -29.0% |
| YTD | -27.7% | +12.7% | -40.4% | -39.4% |
| 1Y | -38.4% | +17.6% | -56.0% | -51.5% |
| 3Y | -45.2% | +77.3% | -122.5% | -75.4% |
| 5Y | -56.0% | +84.1% | -140.1% | -80.6% |
| All | +51.1% | +325.3% | -274.2% | -82.8% |
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