+431.4%
OMER vs VOO
+77.4%
+354.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -3.0% |
| 7D | -3.5% | -0.8% | -2.8% | -2.4% |
| 30D | +33.3% | -1.1% | +34.4% | +35.9% |
| 3M | +79.6% | +3.9% | +75.7% | +70.0% |
| 6M | +53.2% | +13.6% | +39.6% | +26.3% |
| YTD | +6.4% | +12.7% | -6.3% | -11.8% |
| 1Y | +335.2% | +17.6% | +317.7% | +241.3% |
| 3Y | +431.4% | +77.3% | +354.1% | +79.2% |
| All | +431.4% | +77.4% | +354.0% | +79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling