+175.3%
OVBC vs VOO
+314.4%
-139.1%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.5% |
| 7D | +0.6% | -0.9% | +1.5% | +1.2% |
| 30D | +9.3% | -2.3% | +11.6% | +11.1% |
| 3M | +12.4% | -1.2% | +13.5% | +13.2% |
| 6M | +8.3% | +3.3% | +4.9% | +4.9% |
| YTD | +26.3% | +12.3% | +13.9% | +14.2% |
| 1Y | +42.3% | +12.5% | +29.8% | +28.3% |
| 3Y | +123.4% | +79.2% | +44.2% | +30.6% |
| 5Y | +102.6% | +75.7% | +26.9% | +16.0% |
| 10Y | +175.3% | +313.7% | -138.4% | -46.9% |
| All | +175.3% | +314.4% | -139.1% | -46.9% |
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