-97.1%
OMH vs VOO
+75.9%
-173.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.6% | -9.8% | -12.5% |
| 7D | -26.7% | -2.0% | -24.7% | -32.1% |
| 30D | -60.9% | -1.7% | -59.2% | -62.8% |
| 3M | -93.8% | +4.7% | -98.5% | -92.8% |
| 6M | -95.9% | +12.6% | -108.4% | -93.7% |
| YTD | -94.4% | +11.8% | -106.2% | -92.0% |
| 1Y | -96.9% | +17.5% | -114.4% | -94.7% |
| All | -97.1% | +75.9% | -173.0% | -93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling