+312.6%
OVLY vs VOO
+325.3%
-12.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.9% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | +2.5% | -1.1% | +3.6% | +3.3% |
| 3M | +0.8% | +3.9% | -3.1% | -2.1% |
| 6M | +9.3% | +13.6% | -4.3% | -0.8% |
| YTD | +17.6% | +12.7% | +4.9% | +7.3% |
| 1Y | +21.2% | +17.6% | +3.7% | +7.0% |
| 3Y | +41.5% | +77.3% | -35.9% | -6.9% |
| 5Y | +116.2% | +84.1% | +32.1% | +35.2% |
| All | +312.6% | +325.3% | -12.7% | +43.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling