+119.6%
OVBC vs VOO
+78.5%
+41.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -0.7% | +2.6% | -3.3% | -1.4% |
| 30D | +5.5% | -2.0% | +7.4% | +6.0% |
| 3M | +4.8% | -2.8% | +7.5% | +5.5% |
| 6M | +6.9% | +2.2% | +4.7% | +6.2% |
| YTD | +23.4% | +11.5% | +11.9% | +19.5% |
| 1Y | +38.0% | +13.5% | +24.5% | +33.0% |
| 3Y | +119.6% | +78.1% | +41.5% | +125.5% |
| All | +119.6% | +78.5% | +41.1% | +125.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling