+12.8%
OVB vs VOO
+186.4%
-173.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -0.3% | +0.1% | -0.3% | -0.3% |
| 3M | -1.1% | +2.0% | -3.1% | -1.4% |
| 6M | -0.8% | +13.0% | -13.9% | -2.5% |
| YTD | +1.7% | +13.6% | -11.9% | -0.1% |
| 1Y | +4.1% | +20.1% | -16.0% | +1.6% |
| 3Y | +18.7% | +77.6% | -58.8% | +10.1% |
| 5Y | +0.3% | +82.4% | -82.2% | -7.9% |
| All | +12.8% | +186.4% | -173.6% | 0.0% |
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