-14.5%
OMDA vs VOO
+29.6%
-44.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.8% | -9.4% | -9.5% |
| 7D | -13.7% | -0.8% | -12.9% | -12.9% |
| 30D | -17.5% | -1.1% | -16.5% | -16.5% |
| 3M | +10.9% | +3.9% | +7.0% | +6.1% |
| 6M | +43.1% | +13.6% | +29.5% | +22.6% |
| YTD | +24.6% | +12.7% | +11.9% | +7.9% |
| 1Y | -11.1% | +17.6% | -28.7% | -25.6% |
| All | -14.5% | +29.6% | -44.1% | -34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling