-78.1%
OLMA vs VOO
+135.2%
-213.2%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | +4.7% | +0.1% | +4.6% | +4.5% |
| 30D | -7.2% | +0.1% | -7.2% | -7.2% |
| 3M | +0.7% | +2.0% | -1.4% | -1.8% |
| 6M | -55.8% | +13.0% | -68.9% | -62.0% |
| YTD | -57.0% | +13.6% | -70.6% | -63.3% |
| 1Y | +69.3% | +20.1% | +49.2% | +33.4% |
| 3Y | +1.3% | +77.6% | -76.2% | -54.0% |
| 5Y | -63.5% | +82.4% | -145.9% | -81.8% |
| All | -78.1% | +135.2% | -213.2% | -89.4% |
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