-59.8%
OLN vs VOO
+80.3%
-140.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | +2.0% | -2.0% | +4.0% | +4.5% |
| 30D | -8.2% | -1.7% | -6.6% | -6.4% |
| 3M | -26.8% | +4.7% | -31.5% | -31.5% |
| 6M | -25.1% | +12.6% | -37.6% | -36.5% |
| YTD | -14.7% | +11.8% | -26.4% | -26.7% |
| 1Y | -29.6% | +17.5% | -47.2% | -43.2% |
| 3Y | -62.7% | +77.0% | -139.7% | -81.3% |
| 5Y | -59.8% | +82.6% | -142.4% | -79.5% |
| All | -59.8% | +80.3% | -140.1% | -79.5% |
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 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