+213.8%
OMFL vs VOO
+241.5%
-27.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.1% |
| 7D | -1.0% | -0.8% | -0.3% | -0.3% |
| 30D | -1.8% | -1.1% | -0.7% | -0.8% |
| 3M | +3.2% | +3.9% | -0.7% | -0.5% |
| 6M | +13.2% | +13.6% | -0.4% | +0.4% |
| YTD | +14.7% | +12.7% | +2.0% | +2.5% |
| 1Y | +17.5% | +17.6% | 0.0% | +1.0% |
| 3Y | +51.3% | +77.3% | -26.1% | -11.8% |
| 5Y | +56.9% | +84.1% | -27.2% | -12.0% |
| All | +213.8% | +241.5% | -27.6% | +5.2% |
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 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