-93.4%
OM vs VOO
+79.7%
-173.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -3.0% |
| 7D | -6.1% | -0.9% | -5.2% | -4.8% |
| 30D | +4.0% | -2.3% | +6.3% | +7.8% |
| 3M | -13.5% | -1.2% | -12.3% | -11.8% |
| 6M | +14.2% | +3.3% | +10.9% | +9.9% |
| YTD | +12.4% | +12.3% | +0.1% | -3.1% |
| 1Y | -33.0% | +12.5% | -45.5% | -42.3% |
| All | -93.4% | +79.7% | -173.2% | -98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling