+50.8%
OVV vs VOO
+314.0%
-263.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.2% |
| 7D | -3.7% | +0.5% | -4.3% | -4.5% |
| 30D | +8.0% | -0.9% | +8.9% | +9.3% |
| 3M | +11.3% | +3.9% | +7.4% | +3.8% |
| 6M | +24.0% | +14.5% | +9.5% | -1.9% |
| YTD | +65.3% | +13.0% | +52.4% | +33.2% |
| 1Y | +60.2% | +19.4% | +40.7% | +17.7% |
| 3Y | +46.9% | +78.9% | -31.9% | -43.4% |
| 5Y | +158.7% | +82.3% | +76.4% | -3.7% |
| 10Y | +50.8% | +314.2% | -263.4% | -79.1% |
| All | +50.8% | +314.0% | -263.2% | -79.1% |
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