+12.1%
OVB vs VOO
+180.6%
-168.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.3% | -0.2% |
| 7D | +0.3% | +0.1% | +0.3% | +0.3% |
| 30D | +1.4% | -3.3% | +4.7% | +1.8% |
| 3M | -0.8% | -2.4% | +1.6% | -0.5% |
| 6M | -1.5% | +2.6% | -4.1% | -1.9% |
| YTD | +1.1% | +11.3% | -10.2% | -0.4% |
| 1Y | +2.3% | +13.4% | -11.2% | +0.5% |
| 3Y | +22.4% | +80.3% | -57.9% | +13.4% |
| 5Y | 0.0% | +72.7% | -72.7% | -7.5% |
| All | +12.1% | +180.6% | -168.4% | -0.3% |
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 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