+822.6%
VOO vs OMC
+257.0%
+565.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | +0.5% | -5.8% | +6.3% | +2.7% |
| 30D | -0.9% | -4.8% | +3.9% | +0.8% |
| 3M | +3.9% | +9.2% | -5.3% | -0.4% |
| 6M | +14.5% | -2.5% | +17.0% | +14.4% |
| YTD | +13.0% | +2.6% | +10.4% | +9.3% |
| 1Y | +19.4% | +5.9% | +13.5% | +13.2% |
| 3Y | +78.9% | +14.2% | +64.7% | +59.8% |
| 5Y | +82.3% | +33.2% | +49.0% | +47.5% |
| 10Y | +314.2% | +33.4% | +280.8% | +214.0% |
| All | +822.6% | +257.0% | +565.6% | +269.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling