+17.8%
OVT vs VOO
+121.0%
-103.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -0.2% | +0.1% | -0.3% | -0.2% |
| 3M | -0.2% | +2.0% | -2.2% | -0.6% |
| 6M | +0.9% | +13.0% | -12.1% | -1.2% |
| YTD | +2.6% | +13.6% | -11.0% | +0.3% |
| 1Y | +5.0% | +20.1% | -15.1% | +1.7% |
| 3Y | +23.1% | +77.6% | -54.5% | +11.3% |
| 5Y | +14.4% | +82.4% | -68.0% | +1.9% |
| All | +17.8% | +121.0% | -103.2% | +2.0% |
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 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