-64.6%
OLMA vs VOO
+81.6%
-146.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.1% |
| 7D | -4.3% | -0.4% | -4.0% | -3.9% |
| 30D | -13.2% | -1.4% | -11.9% | -11.6% |
| 3M | -0.9% | +3.7% | -4.6% | -5.3% |
| 6M | -35.3% | +13.0% | -48.3% | -44.3% |
| YTD | -58.6% | +12.4% | -71.0% | -64.3% |
| 1Y | +39.2% | +18.6% | +20.7% | +10.9% |
| 3Y | -11.2% | +78.1% | -89.3% | -61.3% |
| 5Y | -64.6% | +82.3% | -146.8% | -80.5% |
| All | -64.6% | +81.6% | -146.2% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling