-16.4%
OLMA vs VOO
+12.0%
-28.4%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -1.1% | -0.6% | -0.5% | -0.1% |
| 30D | -7.0% | -3.6% | -3.4% | -4.8% |
| 3M | -39.1% | -2.7% | -36.4% | -37.8% |
| 6M | -51.2% | +2.2% | -53.5% | -50.4% |
| YTD | -70.9% | +10.9% | -81.8% | -71.3% |
| 1Y | -16.4% | +11.3% | -27.8% | -14.3% |
| All | -16.4% | +12.0% | -28.4% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling