+207.8%
OMER vs VOO
+807.8%
-600.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.0% |
| 7D | +2.8% | -0.4% | +3.2% | +3.3% |
| 30D | +42.4% | -1.4% | +43.7% | +45.1% |
| 3M | +94.5% | +3.7% | +90.8% | +86.5% |
| 6M | +71.7% | +13.0% | +58.7% | +48.6% |
| YTD | +12.9% | +12.4% | +0.4% | -2.1% |
| 1Y | +355.2% | +18.6% | +336.6% | +272.5% |
| 3Y | +475.4% | +78.1% | +397.3% | +190.8% |
| 5Y | +20.8% | +82.3% | -61.5% | -38.8% |
| 10Y | +77.2% | +322.5% | -245.3% | -66.2% |
| All | +207.8% | +807.8% | -600.1% | -79.1% |
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