+17.8%
OVM vs VOO
+174.1%
-156.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +0.4% | -2.7% | +3.1% | +0.8% |
| 30D | +3.4% | -5.4% | +8.8% | +4.3% |
| 3M | -0.9% | -4.1% | +3.2% | -0.3% |
| 6M | -1.0% | +0.7% | -1.8% | -1.2% |
| YTD | +2.0% | +8.7% | -6.7% | +0.7% |
| 1Y | +3.0% | +11.0% | -8.0% | +1.3% |
| 3Y | +18.8% | +75.5% | -56.7% | +9.2% |
| 5Y | +5.2% | +68.4% | -63.2% | -3.3% |
| All | +17.8% | +174.1% | -156.3% | +1.4% |
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