-95.9%
OMEX vs VOO
+817.1%
-913.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +9.8% | +0.1% | +9.8% | +9.9% |
| 3M | -25.1% | +2.0% | -27.2% | -25.9% |
| 6M | -49.3% | +13.0% | -62.4% | -52.9% |
| YTD | -58.4% | +13.6% | -72.0% | -61.3% |
| 1Y | -52.6% | +20.1% | -72.6% | -57.2% |
| 3Y | -79.4% | +77.6% | -157.0% | -85.4% |
| 5Y | -88.3% | +82.4% | -170.7% | -92.0% |
| 10Y | -76.2% | +316.8% | -393.1% | -93.2% |
| All | -95.9% | +817.1% | -913.0% | -99.5% |
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 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