-8.2%
OLP vs VOO
+72.0%
-80.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -0.4% |
| 7D | -4.0% | +0.1% | -4.0% | -4.0% |
| 30D | -2.8% | -3.3% | +0.5% | -0.7% |
| 3M | -9.8% | -2.4% | -7.4% | -8.5% |
| 6M | -5.4% | +2.6% | -8.0% | -7.3% |
| YTD | +11.6% | +11.3% | +0.4% | +3.2% |
| 1Y | +12.3% | +13.4% | -1.2% | +2.3% |
| 3Y | +45.3% | +80.3% | -35.0% | -8.2% |
| 5Y | -8.2% | +72.7% | -81.0% | -39.4% |
| All | -8.2% | +72.0% | -80.2% | -39.4% |
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