-90.1%
OMEX vs VOO
+80.3%
-170.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.0% |
| 7D | -11.1% | -2.0% | -9.2% | -9.5% |
| 30D | -17.6% | -1.7% | -16.0% | -16.4% |
| 3M | -16.9% | +4.7% | -21.7% | -19.8% |
| 6M | -53.9% | +12.6% | -66.5% | -57.4% |
| YTD | -62.1% | +11.8% | -73.9% | -64.7% |
| 1Y | -55.3% | +17.5% | -72.8% | -59.3% |
| 3Y | -80.1% | +77.0% | -157.0% | -84.5% |
| 5Y | -90.1% | +82.6% | -172.7% | -92.5% |
| All | -90.1% | +80.3% | -170.4% | -92.5% |
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