-52.3%
OZ vs VOO
+83.7%
-136.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -0.4% | -0.4% | -0.1% | -0.4% |
| 30D | +0.9% | -1.4% | +2.3% | +1.2% |
| 3M | +2.4% | +3.7% | -1.3% | +1.8% |
| 6M | -7.2% | +13.0% | -20.2% | -9.1% |
| YTD | -26.5% | +12.4% | -38.9% | -28.0% |
| 1Y | -24.7% | +18.6% | -43.3% | -26.8% |
| 3Y | -46.8% | +78.1% | -124.9% | -51.4% |
| All | -52.3% | +83.7% | -136.0% | -56.9% |
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