+32.5%
OMC vs VOO
+80.3%
-47.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.9% |
| 7D | -6.2% | -2.0% | -4.3% | -4.7% |
| 30D | -7.6% | -1.7% | -5.9% | -6.3% |
| 3M | +7.4% | +4.7% | +2.7% | +3.4% |
| 6M | +0.1% | +12.6% | -12.4% | -9.1% |
| YTD | +0.4% | +11.8% | -11.3% | -8.3% |
| 1Y | +7.8% | +17.5% | -9.8% | -5.9% |
| 3Y | +11.8% | +77.0% | -65.2% | -31.0% |
| 5Y | +32.5% | +82.6% | -50.1% | -23.0% |
| All | +32.5% | +80.3% | -47.9% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling