+195.6%
OTEX vs VOO
+800.4%
-604.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | 0.0% | +2.6% | -2.5% | -2.4% |
| 30D | -0.4% | -2.0% | +1.5% | +1.3% |
| 3M | +1.1% | -2.8% | +3.8% | +3.6% |
| 6M | +11.4% | +2.2% | +9.3% | +8.6% |
| YTD | -21.1% | +11.5% | -32.6% | -29.2% |
| 1Y | -24.4% | +13.5% | -37.9% | -33.3% |
| 3Y | -24.8% | +78.1% | -102.9% | -56.8% |
| 5Y | -43.3% | +73.1% | -116.5% | -66.3% |
| 10Y | +4.5% | +310.7% | -306.3% | -71.5% |
| All | +195.6% | +800.4% | -604.8% | -63.2% |
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