+115.4%
OVS vs VOO
+180.6%
-65.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.2% | +1.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +1.9% | -3.3% | +5.2% | +5.7% |
| 3M | -5.5% | -2.4% | -3.1% | -3.0% |
| 6M | +2.0% | +2.6% | -0.6% | -0.8% |
| YTD | +19.7% | +11.3% | +8.4% | +6.6% |
| 1Y | +23.6% | +13.4% | +10.2% | +7.9% |
| 3Y | +71.6% | +80.3% | -8.7% | -7.5% |
| 5Y | +27.2% | +72.7% | -45.5% | -28.1% |
| All | +115.4% | +180.6% | -65.2% | -23.0% |
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