+54.2%
OLED vs VOO
+309.6%
-255.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.1% |
| 7D | +1.1% | +2.6% | -1.5% | -2.7% |
| 30D | +19.1% | -2.0% | +21.1% | +22.3% |
| 3M | -1.2% | -2.8% | +1.6% | +2.7% |
| 6M | -0.5% | +2.2% | -2.6% | -3.5% |
| YTD | -22.2% | +11.5% | -33.7% | -33.9% |
| 1Y | -22.1% | +13.5% | -35.6% | -35.5% |
| 3Y | -39.5% | +78.1% | -117.6% | -73.1% |
| 5Y | -45.1% | +73.1% | -118.2% | -73.7% |
| All | +54.2% | +309.6% | -255.5% | -84.2% |
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