+12.1%
OVB vs VOO
+174.1%
-162.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +0.2% | -2.7% | +2.9% | +0.5% |
| 30D | +1.7% | -5.4% | +7.1% | +2.5% |
| 3M | -0.7% | -4.1% | +3.4% | -0.1% |
| 6M | -1.6% | +0.7% | -2.3% | -1.7% |
| YTD | +1.0% | +8.7% | -7.7% | -0.2% |
| 1Y | +2.0% | +11.0% | -9.0% | +0.5% |
| 3Y | +21.9% | +75.5% | -53.6% | +13.4% |
| 5Y | 0.0% | +68.4% | -68.4% | -7.3% |
| All | +12.1% | +174.1% | -162.1% | -0.1% |
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