+40.0%
OMFS vs VOO
+82.6%
-42.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -0.2% | +0.1% | -0.4% | -0.4% |
| 30D | -1.8% | +0.1% | -1.9% | -1.9% |
| 3M | +3.3% | +2.0% | +1.3% | +1.2% |
| 6M | +11.1% | +13.0% | -2.0% | -1.6% |
| YTD | +19.2% | +13.6% | +5.6% | +5.1% |
| 1Y | +22.6% | +20.1% | +2.6% | +2.4% |
| 3Y | +48.8% | +77.6% | -28.7% | -14.4% |
| All | +40.0% | +82.6% | -42.6% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling