+327.2%
OVBC vs VOO
+817.1%
-489.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.1% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +9.2% | +0.1% | +9.2% | +9.2% |
| 3M | -2.2% | +2.0% | -4.2% | -3.5% |
| 6M | +9.8% | +13.0% | -3.2% | +2.1% |
| YTD | +19.2% | +13.6% | +5.6% | +10.5% |
| 1Y | +30.0% | +20.1% | +9.9% | +16.4% |
| 3Y | +109.7% | +77.6% | +32.1% | +45.8% |
| 5Y | +102.4% | +82.4% | +20.0% | +34.9% |
| 10Y | +190.4% | +316.8% | -126.5% | +29.1% |
| All | +327.2% | +817.1% | -489.8% | +93.9% |
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 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