+172.8%
OVBC vs VOO
+317.9%
-145.1%
-62.7%
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% | -1.8% |
| 7D | -2.2% | +0.1% | -2.3% | -2.4% |
| 30D | +9.3% | -3.3% | +12.6% | +12.0% |
| 3M | +12.3% | -2.4% | +14.7% | +14.2% |
| 6M | +8.8% | +2.6% | +6.2% | +6.0% |
| YTD | +24.4% | +11.3% | +13.1% | +13.3% |
| 1Y | +41.1% | +13.4% | +27.6% | +26.3% |
| 3Y | +124.2% | +80.3% | +43.9% | +30.1% |
| 5Y | +101.7% | +72.7% | +28.9% | +17.4% |
| 10Y | +172.8% | +310.0% | -137.2% | -45.5% |
| All | +172.8% | +317.9% | -145.1% | -45.5% |
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