+19.6%
OLLI vs VOO
+78.5%
-58.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +4.8% | +2.6% | +2.3% | +2.7% |
| 30D | +1.8% | -2.0% | +3.7% | +3.4% |
| 3M | +22.0% | -2.8% | +24.7% | +24.7% |
| 6M | +27.7% | +2.2% | +25.5% | +25.2% |
| YTD | -13.5% | +11.5% | -25.1% | -21.1% |
| 1Y | -25.0% | +13.5% | -38.5% | -32.5% |
| 3Y | +19.6% | +78.1% | -58.4% | -26.8% |
| All | +19.6% | +78.5% | -58.8% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling