+345.5%
OVBC vs VOO
+777.9%
-432.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | +0.8% | -2.7% | +3.5% | +2.3% |
| 30D | +6.9% | -5.4% | +12.2% | +10.1% |
| 3M | +11.7% | -4.1% | +15.8% | +14.2% |
| 6M | +9.6% | +0.7% | +8.8% | +8.8% |
| YTD | +24.3% | +8.7% | +15.6% | +17.9% |
| 1Y | +40.0% | +11.0% | +29.1% | +31.2% |
| 3Y | +131.7% | +75.5% | +56.3% | +62.2% |
| 5Y | +108.5% | +68.4% | +40.2% | +46.4% |
| 10Y | +173.8% | +315.7% | -141.8% | +24.4% |
| All | +345.5% | +777.9% | -432.4% | +107.0% |
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