-79.0%
OMEX vs VOO
+321.7%
-400.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.2% |
| 7D | -11.1% | -2.0% | -9.2% | -10.3% |
| 30D | -17.6% | -1.7% | -16.0% | -16.9% |
| 3M | -16.9% | +4.7% | -21.7% | -18.4% |
| 6M | -53.9% | +12.6% | -66.5% | -55.8% |
| YTD | -62.1% | +11.8% | -73.9% | -63.5% |
| 1Y | -55.3% | +17.5% | -72.8% | -57.5% |
| 3Y | -80.1% | +77.0% | -157.0% | -82.8% |
| 5Y | -90.1% | +82.6% | -172.7% | -91.6% |
| All | -79.0% | +321.7% | -400.7% | -84.0% |
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