-79.1%
OMCL vs VOO
+81.6%
-160.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.3% |
| 7D | -3.1% | -0.4% | -2.7% | -2.7% |
| 30D | -9.8% | -1.4% | -8.5% | -8.6% |
| 3M | -17.3% | +3.7% | -21.0% | -20.4% |
| 6M | -15.5% | +13.0% | -28.6% | -25.4% |
| YTD | -25.7% | +12.4% | -38.2% | -33.9% |
| 1Y | +2.7% | +18.6% | -15.9% | -13.5% |
| 3Y | -37.3% | +78.1% | -115.4% | -65.9% |
| 5Y | -79.1% | +82.3% | -161.3% | -89.2% |
| All | -79.1% | +81.6% | -160.6% | -89.2% |
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 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