-49.7%
OMEX vs VOO
+800.4%
-850.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -7.4% | +2.6% | -10.0% | -7.3% |
| 30D | +1,465.6% | -2.0% | +1,467.6% | +1,464.3% |
| 3M | +1,001.1% | -2.8% | +1,003.9% | +1,008.3% |
| 6M | +778.9% | +2.2% | +776.8% | +757.7% |
| YTD | +411.2% | +11.5% | +399.7% | +374.8% |
| 1Y | +433.0% | +13.5% | +419.5% | +390.2% |
| 3Y | +178.3% | +78.1% | +100.2% | +94.1% |
| 5Y | +51.8% | +73.1% | -21.3% | +5.8% |
| 10Y | +130.9% | +310.7% | -179.9% | -34.1% |
| All | -49.7% | +800.4% | -850.1% | -94.4% |
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