+182.0%
ONEY vs VOO
+315.3%
-133.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -2.4% | -0.4% | -2.0% | -2.1% |
| 30D | -1.8% | -1.4% | -0.4% | -0.6% |
| 3M | +2.3% | +3.7% | -1.4% | -1.1% |
| 6M | +9.6% | +13.0% | -3.4% | -1.8% |
| YTD | +17.5% | +12.4% | +5.1% | +5.7% |
| 1Y | +18.8% | +18.6% | +0.2% | +1.9% |
| 3Y | +51.6% | +78.1% | -26.5% | -10.2% |
| 5Y | +58.6% | +82.3% | -23.7% | -8.9% |
| 10Y | +182.0% | +322.5% | -140.5% | -5.7% |
| All | +182.0% | +315.3% | -133.3% | -5.7% |
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 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