-47.9%
OZ vs VOO
+14.7%
-62.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.4% |
| 7D | +1.4% | -0.7% | +2.2% | +1.6% |
| 30D | -16.5% | -1.1% | -15.4% | -16.3% |
| 3M | -26.3% | -0.3% | -25.9% | -26.2% |
| 6M | -32.5% | +7.4% | -39.9% | -33.8% |
| YTD | -47.0% | +13.4% | -60.4% | -49.3% |
| 1Y | -47.9% | +14.8% | -62.7% | -50.4% |
| All | -47.9% | +14.7% | -62.6% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling