-15.4%
OZKAP vs VOO
+77.8%
-93.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -1.7% | -2.0% | +0.3% | -0.9% |
| 30D | -4.5% | -1.7% | -2.8% | -3.8% |
| 3M | -3.9% | +4.7% | -8.6% | -5.9% |
| 6M | -3.4% | +12.6% | -16.0% | -8.6% |
| YTD | -1.9% | +11.8% | -13.6% | -6.9% |
| 1Y | -5.1% | +17.5% | -22.7% | -12.2% |
| 3Y | +25.1% | +77.0% | -51.8% | -8.0% |
| All | -15.4% | +77.8% | -93.2% | -39.6% |
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