-99.6%
OM vs VOO
+141.7%
-241.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.8% |
| 7D | -11.8% | +2.6% | -14.4% | -15.2% |
| 30D | -2.9% | -2.0% | -0.9% | +0.2% |
| 3M | -12.2% | -2.8% | -9.5% | -8.3% |
| 6M | -4.1% | +2.2% | -6.3% | -6.3% |
| YTD | +0.5% | +11.5% | -11.0% | -12.7% |
| 1Y | -23.9% | +13.5% | -37.4% | -35.7% |
| 3Y | -94.1% | +78.1% | -172.2% | -97.5% |
| 5Y | -99.5% | +73.1% | -172.7% | -99.8% |
| All | -99.6% | +141.7% | -241.3% | -99.9% |
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