+122.1%
OVS vs VOO
+186.4%
-64.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -2.5% | +0.1% | -2.5% | -2.5% |
| 3M | +3.5% | +2.0% | +1.5% | +1.2% |
| 6M | +12.9% | +13.0% | -0.1% | -1.2% |
| YTD | +23.4% | +13.6% | +9.8% | +7.5% |
| 1Y | +26.9% | +20.1% | +6.8% | +4.3% |
| 3Y | +55.4% | +77.6% | -22.1% | -14.9% |
| 5Y | +40.0% | +82.4% | -42.5% | -25.3% |
| All | +122.1% | +186.4% | -64.3% | -22.3% |
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 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