-19.4%
ONEW vs VOO
+153.4%
-172.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.2% |
| 7D | -2.2% | +0.5% | -2.7% | -2.9% |
| 30D | -2.9% | -0.9% | -2.0% | -1.6% |
| 3M | +12.2% | +3.9% | +8.3% | +5.9% |
| 6M | +18.6% | +14.5% | +4.0% | -2.3% |
| YTD | +8.0% | +13.0% | -4.9% | -8.6% |
| 1Y | -29.2% | +19.4% | -48.6% | -44.6% |
| 3Y | -53.7% | +78.9% | -132.6% | -78.7% |
| 5Y | -68.4% | +82.3% | -150.7% | -85.8% |
| All | -19.4% | +153.4% | -172.8% | -77.4% |
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