-30.2%
OVID vs VOO
+72.6%
-102.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -10.9% | +2.6% | -13.4% | -13.2% |
| 30D | +16.0% | -2.0% | +18.0% | +18.9% |
| 3M | -9.3% | -2.8% | -6.5% | -6.2% |
| 6M | -9.3% | +2.2% | -11.5% | -10.7% |
| YTD | +55.8% | +11.5% | +44.3% | +40.2% |
| 1Y | +111.7% | +13.5% | +98.2% | +87.9% |
| 3Y | -23.0% | +78.1% | -101.1% | -52.3% |
| All | -30.2% | +72.6% | -102.8% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling