+14.2%
OM vs VOO
+3.7%
+10.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -3.4% |
| 7D | -6.1% | -0.9% | -5.2% | -4.0% |
| 30D | +4.0% | -2.3% | +6.3% | +9.4% |
| 3M | -13.5% | -1.2% | -12.3% | -10.7% |
| 6M | +14.2% | +3.3% | +10.9% | +13.1% |
| All | +14.2% | +3.7% | +10.5% | +13.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling