+300.3%
OLED vs VOO
+817.1%
-516.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.2% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | -4.2% | +0.1% | -4.2% | -4.3% |
| 3M | -8.2% | +2.0% | -10.2% | -10.7% |
| 6M | -18.0% | +13.0% | -31.1% | -32.2% |
| YTD | -28.7% | +13.6% | -42.3% | -41.5% |
| 1Y | -42.1% | +20.1% | -62.1% | -56.3% |
| 3Y | -48.0% | +77.6% | -125.5% | -77.7% |
| 5Y | -58.5% | +82.4% | -140.9% | -82.3% |
| 10Y | +53.0% | +316.8% | -263.9% | -82.2% |
| All | +300.3% | +817.1% | -516.8% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling