+424.6%
OLP vs VOO
+817.1%
-392.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +0.4% | +0.1% | +0.4% | +0.3% |
| 3M | +2.9% | +2.0% | +0.9% | +0.6% |
| 6M | +4.1% | +13.0% | -9.0% | -7.6% |
| YTD | +22.6% | +13.6% | +9.0% | +8.1% |
| 1Y | +10.1% | +20.1% | -10.0% | -8.2% |
| 3Y | +54.5% | +77.6% | -23.0% | -12.7% |
| 5Y | +8.8% | +82.4% | -73.7% | -40.9% |
| 10Y | +101.9% | +316.8% | -215.0% | -51.3% |
| All | +424.6% | +817.1% | -392.5% | -59.3% |
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