+646.0%
OMF vs VOO
+458.7%
+187.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.3% |
| 7D | +3.6% | +0.5% | +3.1% | +2.9% |
| 30D | -0.9% | -0.9% | 0.0% | +0.5% |
| 3M | +19.0% | +3.9% | +15.1% | +12.7% |
| 6M | +22.8% | +14.5% | +8.2% | +0.9% |
| YTD | -1.1% | +13.0% | -14.0% | -17.1% |
| 1Y | +11.2% | +19.4% | -8.2% | -13.8% |
| 3Y | +102.1% | +78.9% | +23.3% | -10.8% |
| 5Y | +70.4% | +82.3% | -11.9% | -26.2% |
| 10Y | +379.9% | +314.2% | +65.7% | -31.8% |
| All | +646.0% | +458.7% | +187.2% | -23.2% |
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