+128.1%
OMFS vs VOO
+237.2%
-109.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +0.7% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +1.9% | -3.3% | +5.2% | +5.1% |
| 3M | -5.2% | -2.4% | -2.8% | -3.0% |
| 6M | +0.1% | +2.6% | -2.5% | -2.4% |
| YTD | +14.9% | +11.3% | +3.6% | +3.8% |
| 1Y | +17.8% | +13.4% | +4.4% | +4.6% |
| 3Y | +60.2% | +80.3% | -20.1% | -7.2% |
| 5Y | +20.1% | +72.7% | -52.6% | -27.9% |
| All | +128.1% | +237.2% | -109.1% | -10.7% |
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 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