-33.6%
OVV vs VOO
+817.1%
-850.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.2% |
| 7D | +0.3% | +0.1% | +0.2% | 0.0% |
| 30D | +11.7% | +0.1% | +11.7% | +11.4% |
| 3M | +9.8% | +2.0% | +7.8% | +5.5% |
| 6M | +26.6% | +13.0% | +13.5% | +3.0% |
| YTD | +67.0% | +13.6% | +53.4% | +34.7% |
| 1Y | +55.9% | +20.1% | +35.8% | +15.2% |
| 3Y | +45.5% | +77.6% | -32.1% | -40.2% |
| 5Y | +157.3% | +82.4% | +74.9% | +1.7% |
| 10Y | +65.0% | +316.8% | -251.8% | -73.0% |
| All | -33.6% | +817.1% | -850.7% | -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