+72.3%
OVL vs VOO
+72.0%
+0.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +0.3% |
| 7D | -0.1% | +0.1% | -0.1% | -0.1% |
| 30D | -4.3% | -3.3% | -1.0% | -0.6% |
| 3M | -3.3% | -2.4% | -0.9% | -0.6% |
| 6M | +1.5% | +2.6% | -1.1% | -1.3% |
| YTD | +12.3% | +11.3% | +1.0% | -0.2% |
| 1Y | +15.5% | +13.4% | +2.1% | +0.5% |
| 3Y | +88.6% | +80.3% | +8.3% | -0.9% |
| 5Y | +72.3% | +72.7% | -0.4% | -5.3% |
| All | +72.3% | +72.0% | +0.4% | -5.3% |
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