-37.7%
OVV vs VOO
+777.9%
-815.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -1.1% |
| 7D | -16.7% | -2.7% | -14.0% | -13.7% |
| 30D | -1.5% | -5.4% | +3.9% | +5.8% |
| 3M | +1.6% | -4.1% | +5.6% | +6.6% |
| 6M | +2.0% | +0.7% | +1.3% | -1.4% |
| YTD | +56.8% | +8.7% | +48.1% | +33.4% |
| 1Y | +64.8% | +11.0% | +53.9% | +35.6% |
| 3Y | +38.3% | +75.5% | -37.2% | -42.7% |
| 5Y | +84.9% | +68.4% | +16.5% | -18.3% |
| 10Y | +54.5% | +315.7% | -261.2% | -74.7% |
| All | -37.7% | +777.9% | -815.5% | -95.4% |
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