+16.7%
OLN vs VOO
+325.3%
-308.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.8% |
| 7D | -1.0% | -0.8% | -0.2% | 0.0% |
| 30D | -7.1% | -1.1% | -6.0% | -5.8% |
| 3M | -28.1% | +3.9% | -32.0% | -32.3% |
| 6M | -26.3% | +13.6% | -39.9% | -39.1% |
| YTD | -15.2% | +12.7% | -27.9% | -28.9% |
| 1Y | -33.8% | +17.6% | -51.4% | -47.4% |
| 3Y | -62.7% | +77.3% | -140.0% | -82.6% |
| 5Y | -60.1% | +84.1% | -144.2% | -82.3% |
| All | +16.7% | +325.3% | -308.6% | -85.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling