+700.6%
OVLY vs VOO
+810.0%
-109.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.8% |
| 7D | -1.0% | -0.8% | -0.2% | -0.6% |
| 30D | +2.5% | -1.1% | +3.6% | +3.1% |
| 3M | +0.8% | +3.9% | -3.1% | -1.4% |
| 6M | +9.3% | +13.6% | -4.3% | +1.7% |
| YTD | +17.6% | +12.7% | +4.9% | +9.8% |
| 1Y | +21.2% | +17.6% | +3.7% | +10.5% |
| 3Y | +41.5% | +77.3% | -35.9% | +4.3% |
| 5Y | +116.2% | +84.1% | +32.1% | +54.0% |
| 10Y | +309.7% | +323.5% | -13.8% | +114.5% |
| All | +700.6% | +810.0% | -109.4% | +293.6% |
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