-25.0%
OTF vs VOO
+28.2%
-53.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.9% |
| 7D | -6.5% | -2.0% | -4.5% | -5.1% |
| 30D | -8.9% | -1.7% | -7.2% | -7.7% |
| 3M | +0.4% | +4.7% | -4.4% | -3.0% |
| 6M | +0.1% | +12.6% | -12.5% | -7.7% |
| YTD | -21.1% | +11.8% | -32.9% | -26.8% |
| 1Y | -16.6% | +17.5% | -34.1% | -25.0% |
| All | -25.0% | +28.2% | -53.2% | -36.7% |
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