+197.3%
OVL vs VOO
+180.6%
+16.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +0.4% |
| 7D | -0.1% | +0.1% | -0.1% | -0.1% |
| 30D | -4.3% | -3.3% | -1.0% | -0.7% |
| 3M | -3.3% | -2.4% | -0.9% | -0.7% |
| 6M | +1.5% | +2.6% | -1.1% | -1.1% |
| YTD | +12.3% | +11.3% | +1.0% | +0.4% |
| 1Y | +15.5% | +13.4% | +2.1% | +1.2% |
| 3Y | +88.6% | +80.3% | +8.3% | +2.1% |
| 5Y | +72.3% | +72.7% | -0.4% | -2.2% |
| All | +197.3% | +180.6% | +16.7% | +3.6% |
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