+702.2%
OZK vs VOO
+810.0%
-107.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | -2.7% | -0.8% | -1.9% | -1.8% |
| 30D | -5.8% | -1.1% | -4.8% | -4.7% |
| 3M | -4.0% | +3.9% | -7.9% | -8.4% |
| 6M | +13.9% | +13.6% | +0.3% | -2.5% |
| YTD | +9.8% | +12.7% | -2.9% | -5.1% |
| 1Y | -2.9% | +17.6% | -20.5% | -20.2% |
| 3Y | +42.5% | +77.3% | -34.8% | -27.1% |
| 5Y | +43.3% | +84.1% | -40.8% | -29.7% |
| 10Y | +73.6% | +323.5% | -250.0% | -67.0% |
| All | +702.2% | +810.0% | -107.8% | -30.9% |
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 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