-21.3%
OVID vs VOO
+67.9%
-89.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.3% | +10.2% | +10.2% |
| 7D | +12.2% | -2.7% | +14.9% | +15.8% |
| 30D | +20.8% | -5.4% | +26.1% | +28.4% |
| 3M | +7.5% | -4.1% | +11.6% | +12.9% |
| 6M | +2.5% | +0.7% | +1.8% | +2.4% |
| YTD | +74.8% | +8.7% | +66.1% | +61.5% |
| 1Y | +114.3% | +11.0% | +103.3% | +95.1% |
| 3Y | -12.3% | +75.5% | -87.8% | -44.7% |
| All | -21.3% | +67.9% | -89.2% | -49.3% |
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