+72.2%
OVF vs VOO
+174.1%
-101.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -2.4% | -2.7% | +0.3% | -0.4% |
| 30D | -5.5% | -5.4% | -0.1% | -1.6% |
| 3M | -7.3% | -4.1% | -3.2% | -4.4% |
| 6M | -5.6% | +0.7% | -6.3% | -5.8% |
| YTD | +7.7% | +8.7% | -1.0% | +2.1% |
| 1Y | +12.6% | +11.0% | +1.7% | +5.3% |
| 3Y | +69.1% | +75.5% | -6.3% | +16.6% |
| 5Y | +44.3% | +68.4% | -24.0% | +1.3% |
| All | +72.2% | +174.1% | -101.9% | -11.8% |
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