+42.5%
OVV vs VOO
+317.9%
-275.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.4% | -3.4% |
| 7D | -10.7% | +0.1% | -10.8% | -11.3% |
| 30D | -5.3% | -3.3% | -2.0% | -1.3% |
| 3M | +2.4% | -2.4% | +4.8% | +4.9% |
| 6M | +5.7% | +2.6% | +3.1% | -0.8% |
| YTD | +56.8% | +11.3% | +45.5% | +27.9% |
| 1Y | +59.3% | +13.4% | +45.8% | +25.6% |
| 3Y | +49.0% | +80.3% | -31.3% | -43.9% |
| 5Y | +88.1% | +72.7% | +15.4% | -24.0% |
| 10Y | +42.5% | +310.0% | -267.5% | -80.0% |
| All | +42.5% | +317.9% | -275.3% | -80.0% |
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