-69.5%
OLN vs VOO
+72.6%
-142.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.7% |
| 7D | +0.9% | +2.6% | -1.7% | -2.1% |
| 30D | +16.2% | -2.0% | +18.2% | +18.2% |
| 3M | -7.3% | -2.8% | -4.6% | -4.9% |
| 6M | -37.3% | +2.2% | -39.5% | -39.9% |
| YTD | -13.9% | +11.5% | -25.5% | -26.4% |
| 1Y | -12.8% | +13.5% | -26.3% | -27.0% |
| 3Y | -56.8% | +78.1% | -134.9% | -78.5% |
| All | -69.5% | +72.6% | -142.1% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling