+82.6%
VOO vs OMC
+31.0%
+51.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.0% |
| 7D | -2.0% | -6.2% | +4.3% | -0.4% |
| 30D | -1.7% | -7.6% | +5.9% | +0.2% |
| 3M | +4.7% | +7.4% | -2.7% | +2.1% |
| 6M | +12.6% | +0.1% | +12.4% | +11.7% |
| YTD | +11.8% | +0.4% | +11.3% | +10.2% |
| 1Y | +17.5% | +7.8% | +9.8% | +12.6% |
| 3Y | +77.0% | +11.8% | +65.2% | +62.6% |
| 5Y | +82.6% | +32.5% | +50.1% | +50.8% |
| All | +82.6% | +31.0% | +51.6% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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