+56.0%
OVLH vs VOO
+79.7%
-23.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.1% |
| 7D | -0.7% | -0.9% | +0.2% | -0.1% |
| 30D | -2.1% | -2.3% | +0.2% | -0.7% |
| 3M | -2.0% | -1.2% | -0.8% | -1.3% |
| 6M | +0.4% | +3.3% | -3.0% | -1.6% |
| YTD | +6.2% | +12.3% | -6.1% | -0.9% |
| 1Y | +5.7% | +12.5% | -6.8% | -1.5% |
| All | +56.0% | +79.7% | -23.8% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling