-25.2%
OLN vs VOO
+20.9%
-46.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.6% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -6.1% | +0.1% | -6.2% | -6.2% |
| 3M | -29.5% | +2.0% | -31.5% | -30.4% |
| 6M | -27.7% | +13.0% | -40.7% | -35.3% |
| YTD | -14.4% | +13.6% | -28.0% | -24.1% |
| 1Y | -25.2% | +20.1% | -45.3% | -39.6% |
| All | -25.2% | +20.9% | -46.1% | -39.6% |
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