+5.7%
OOMA vs VOO
+82.8%
-77.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.2% |
| 7D | -1.9% | -0.8% | -1.1% | -1.2% |
| 30D | +13.1% | -1.1% | +14.1% | +14.2% |
| 3M | +31.5% | +3.9% | +27.6% | +27.4% |
| 6M | +61.5% | +13.6% | +47.9% | +45.2% |
| YTD | +94.1% | +12.7% | +81.4% | +75.6% |
| 1Y | +78.0% | +17.6% | +60.4% | +55.6% |
| 3Y | +68.9% | +77.3% | -8.4% | +5.6% |
| All | +5.7% | +82.8% | -77.1% | -37.9% |
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