-14.7%
OZKAP vs VOO
+79.3%
-94.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.4% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -4.0% | -1.1% | -2.9% | -3.5% |
| 3M | -3.5% | +3.9% | -7.4% | -5.2% |
| 6M | -2.5% | +13.6% | -16.1% | -8.1% |
| YTD | -1.1% | +12.7% | -13.8% | -6.5% |
| 1Y | -5.2% | +17.6% | -22.7% | -12.2% |
| 3Y | +25.8% | +77.3% | -51.5% | -7.5% |
| All | -14.7% | +79.3% | -94.1% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling