+36.9%
OLMA vs VOO
+17.3%
+19.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.4% |
| 7D | -0.4% | -2.0% | +1.6% | +0.4% |
| 30D | +2.5% | -1.7% | +4.2% | +3.2% |
| 3M | +8.9% | +4.7% | +4.1% | +7.5% |
| 6M | -32.2% | +12.6% | -44.7% | -35.5% |
| YTD | -57.2% | +11.8% | -69.0% | -59.1% |
| 1Y | +36.9% | +17.5% | +19.3% | +19.2% |
| All | +36.9% | +17.3% | +19.6% | +19.2% |
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 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