-56.3%
OLN vs VOO
+79.1%
-135.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -0.9% |
| 7D | -2.2% | +3.3% | -5.5% | -6.1% |
| 30D | +18.8% | -2.7% | +21.4% | +22.2% |
| 3M | -4.6% | -1.7% | -2.8% | -3.3% |
| 6M | -34.8% | +3.1% | -37.9% | -38.7% |
| YTD | -12.9% | +11.9% | -24.9% | -27.8% |
| 1Y | -8.0% | +12.1% | -20.1% | -23.9% |
| All | -56.3% | +79.1% | -135.5% | -82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling