+17.2%
OVM vs VOO
+184.8%
-167.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | -0.1% |
| 7D | -0.1% | +0.5% | -0.6% | -0.2% |
| 30D | -1.7% | -0.9% | -0.8% | -1.6% |
| 3M | -1.8% | +3.9% | -5.7% | -2.4% |
| 6M | -0.6% | +14.5% | -15.1% | -2.6% |
| YTD | +1.5% | +13.0% | -11.5% | -0.4% |
| 1Y | +4.6% | +19.4% | -14.8% | +1.8% |
| 3Y | +14.4% | +78.9% | -64.4% | +4.8% |
| 5Y | +4.0% | +82.3% | -78.2% | -5.4% |
| All | +17.2% | +184.8% | -167.6% | +0.3% |
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 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