-83.6%
OLMA vs VOO
+132.5%
-216.1%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.3% | +9.3% | +9.0% |
| 7D | +6.6% | -0.9% | +7.5% | +8.3% |
| 30D | +9.2% | -2.3% | +11.6% | +13.3% |
| 3M | -22.9% | -1.2% | -21.7% | -21.3% |
| 6M | -45.9% | +3.3% | -49.2% | -47.7% |
| YTD | -67.8% | +12.3% | -80.2% | -72.0% |
| 1Y | -1.8% | +12.5% | -14.3% | -15.0% |
| 3Y | -49.2% | +79.2% | -128.4% | -77.1% |
| 5Y | -70.3% | +75.7% | -146.0% | -84.6% |
| All | -83.6% | +132.5% | -216.1% | -91.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling