+258.4%
OMC vs VOO
+812.0%
-553.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.3% |
| 7D | -5.8% | +0.5% | -6.3% | -6.2% |
| 30D | -4.8% | -0.9% | -3.9% | -4.0% |
| 3M | +9.2% | +3.9% | +5.3% | +5.4% |
| 6M | -2.5% | +14.5% | -17.0% | -14.1% |
| YTD | +2.6% | +13.0% | -10.4% | -8.4% |
| 1Y | +5.9% | +19.4% | -13.5% | -10.4% |
| 3Y | +14.2% | +78.9% | -64.7% | -33.8% |
| 5Y | +33.2% | +82.3% | -49.0% | -24.7% |
| 10Y | +33.4% | +314.2% | -280.8% | -66.6% |
| All | +258.4% | +812.0% | -553.5% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling