+364.4%
OMF vs VOO
+321.7%
+42.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | 0.0% |
| 7D | -3.9% | -2.0% | -1.9% | -1.2% |
| 30D | -2.5% | -1.7% | -0.9% | -0.1% |
| 3M | +15.7% | +4.7% | +11.0% | +8.4% |
| 6M | +19.1% | +12.6% | +6.6% | +0.5% |
| YTD | -3.0% | +11.8% | -14.8% | -17.4% |
| 1Y | +9.7% | +17.5% | -7.8% | -12.9% |
| 3Y | +98.1% | +77.0% | +21.2% | -10.7% |
| 5Y | +68.2% | +82.6% | -14.3% | -26.9% |
| All | +364.4% | +321.7% | +42.6% | -24.0% |
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