-78.2%
OLMA vs VOO
+131.4%
-209.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.9% |
| 7D | -0.4% | -2.0% | +1.6% | +2.1% |
| 30D | +2.5% | -1.7% | +4.2% | +4.6% |
| 3M | +8.9% | +4.7% | +4.1% | +2.7% |
| 6M | -32.2% | +12.6% | -44.7% | -41.2% |
| YTD | -57.2% | +11.8% | -69.0% | -62.7% |
| 1Y | +36.9% | +17.5% | +19.3% | +10.9% |
| 3Y | -8.4% | +77.0% | -85.4% | -58.4% |
| 5Y | -63.5% | +82.6% | -146.1% | -81.8% |
| All | -78.2% | +131.4% | -209.6% | -89.2% |
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