-100.0%
OLOX vs VOO
+258.2%
-358.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -8.6% | -0.6% | -8.0% | -8.3% |
| 30D | -24.8% | -3.6% | -21.2% | -22.9% |
| 3M | -79.1% | -2.7% | -76.4% | -78.7% |
| 6M | -85.0% | +2.2% | -87.2% | -85.1% |
| YTD | -96.4% | +10.9% | -107.3% | -96.6% |
| 1Y | -96.5% | +11.3% | -107.8% | -96.7% |
| 3Y | -100.0% | +76.9% | -176.9% | -100.0% |
| 5Y | -100.0% | +73.5% | -173.5% | -100.0% |
| All | -100.0% | +258.2% | -358.2% | -100.0% |
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