+77.0%
OVF vs VOO
+181.2%
-104.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +2.8% | +2.6% | +0.2% | +0.9% |
| 30D | -1.2% | -2.0% | +0.8% | +0.3% |
| 3M | -6.3% | -2.8% | -3.5% | -4.3% |
| 6M | -2.2% | +2.2% | -4.4% | -3.4% |
| YTD | +10.7% | +11.5% | -0.8% | +3.1% |
| 1Y | +13.9% | +13.5% | +0.4% | +4.8% |
| 3Y | +73.8% | +78.1% | -4.3% | +18.5% |
| 5Y | +48.1% | +73.1% | -25.1% | +1.9% |
| All | +77.0% | +181.2% | -104.2% | -11.0% |
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 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