+38.3%
OVV vs VOO
+75.5%
-37.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | -16.7% | -2.7% | -14.0% | -14.9% |
| 30D | -1.5% | -5.4% | +3.9% | +2.6% |
| 3M | +1.6% | -4.1% | +5.6% | +4.5% |
| 6M | +2.0% | +0.7% | +1.3% | -0.3% |
| YTD | +56.8% | +8.7% | +48.1% | +40.7% |
| 1Y | +64.8% | +11.0% | +53.9% | +43.9% |
| 3Y | +38.3% | +75.5% | -37.2% | -25.7% |
| All | +38.3% | +75.5% | -37.2% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling