+196.8%
OTEX vs VOO
+806.9%
-610.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.4% |
| 7D | -6.1% | -0.9% | -5.2% | -5.5% |
| 30D | +3.2% | -2.3% | +5.6% | +5.4% |
| 3M | +5.3% | -1.2% | +6.4% | +6.3% |
| 6M | +4.7% | +3.3% | +1.3% | +0.9% |
| YTD | -20.8% | +12.3% | -33.1% | -29.4% |
| 1Y | -25.5% | +12.5% | -38.0% | -33.8% |
| 3Y | -24.1% | +79.2% | -103.3% | -56.7% |
| 5Y | -42.9% | +75.7% | -118.6% | -66.6% |
| 10Y | +4.9% | +313.7% | -308.8% | -71.6% |
| All | +196.8% | +806.9% | -610.1% | -63.3% |
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