+89.7%
OVF vs VOO
+186.4%
-96.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.7% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +1.8% | +0.1% | +1.8% | +1.8% |
| 3M | +3.1% | +2.0% | +1.1% | +1.7% |
| 6M | +10.5% | +13.0% | -2.5% | +1.7% |
| YTD | +18.7% | +13.6% | +5.1% | +8.9% |
| 1Y | +28.6% | +20.1% | +8.5% | +13.7% |
| 3Y | +77.9% | +77.6% | +0.3% | +21.2% |
| 5Y | +55.5% | +82.4% | -27.0% | +3.1% |
| All | +89.7% | +186.4% | -96.7% | -5.9% |
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