-23.9%
OM vs VOO
+12.1%
-36.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.7% |
| 7D | -11.8% | +2.6% | -14.4% | -15.9% |
| 30D | -2.9% | -2.0% | -0.9% | +1.0% |
| 3M | -12.2% | -2.8% | -9.5% | -7.2% |
| 6M | -4.1% | +2.2% | -6.3% | -6.3% |
| YTD | +0.5% | +11.5% | -11.0% | -14.0% |
| 1Y | -23.9% | +13.5% | -37.4% | -36.0% |
| All | -23.9% | +12.1% | -36.0% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling