+377.8%
OLP vs VOO
+798.5%
-420.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -1.0% |
| 7D | -4.0% | +0.1% | -4.0% | -4.0% |
| 30D | -2.8% | -3.3% | +0.5% | +0.1% |
| 3M | -9.8% | -2.4% | -7.4% | -8.0% |
| 6M | -5.4% | +2.6% | -8.0% | -8.1% |
| YTD | +11.6% | +11.3% | +0.4% | +0.1% |
| 1Y | +12.3% | +13.4% | -1.2% | -1.3% |
| 3Y | +45.3% | +80.3% | -35.0% | -19.3% |
| 5Y | -8.2% | +72.7% | -81.0% | -47.4% |
| 10Y | +85.8% | +310.0% | -224.2% | -54.7% |
| All | +377.8% | +798.5% | -420.7% | -62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling