-43.0%
OLED vs VOO
+75.1%
-118.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.9% |
| 7D | +1.1% | -0.9% | +2.0% | +2.3% |
| 30D | +20.6% | -2.3% | +22.9% | +24.7% |
| 3M | -3.1% | -1.2% | -1.9% | -1.6% |
| 6M | +0.9% | +3.3% | -2.5% | -4.3% |
| YTD | -21.1% | +12.3% | -33.5% | -34.8% |
| 1Y | -22.5% | +12.5% | -35.0% | -36.0% |
| 3Y | -39.4% | +79.2% | -118.6% | -75.5% |
| 5Y | -43.0% | +75.7% | -118.6% | -74.3% |
| All | -43.0% | +75.1% | -118.1% | -74.3% |
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