+11.8%
OVB vs VOO
+183.2%
-171.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -0.7% | -0.9% | +0.2% | -0.6% |
| 30D | +0.8% | -2.3% | +3.1% | +1.1% |
| 3M | -1.0% | -1.2% | +0.2% | -0.8% |
| 6M | -1.6% | +3.3% | -5.0% | -2.1% |
| YTD | +0.7% | +12.3% | -11.6% | -0.9% |
| 1Y | +1.2% | +12.5% | -11.3% | -0.4% |
| 3Y | +21.0% | +79.2% | -58.1% | +12.2% |
| 5Y | +0.7% | +75.7% | -74.9% | -7.1% |
| All | +11.8% | +183.2% | -171.5% | -0.8% |
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