+106.1%
OLP vs VOO
+315.3%
-209.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -1.5% | -0.4% | -1.1% | -1.2% |
| 30D | +0.1% | -1.4% | +1.5% | +1.3% |
| 3M | -2.0% | +3.7% | -5.7% | -5.4% |
| 6M | +5.0% | +13.0% | -8.0% | -6.1% |
| YTD | +20.4% | +12.4% | +7.9% | +7.8% |
| 1Y | +10.7% | +18.6% | -7.9% | -5.8% |
| 3Y | +52.6% | +78.1% | -25.4% | -12.1% |
| 5Y | +8.4% | +82.3% | -73.8% | -39.6% |
| 10Y | +106.1% | +322.5% | -216.4% | -49.2% |
| All | +106.1% | +315.3% | -209.2% | -49.2% |
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