All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

OVL vs. VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2019-10-01šŸ’¬ to Thu 2026-08-20 Overall
Return
Exponential
Trendline
OVL
×
+131.90%
+12.99%/yr
+10.42%/yr
R2=0.744
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
VOO
×
+121.00%
+12.21%/yr
+10.01%/yr
R2=0.777
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01šŸ’¬ to Thu 2026-08-20 Start
Value
End
Value
OVL
×
$10,000.00
2019-10-01
$23,189.72
2026-08-20
VOO
×
$10,000.00
2019-10-01
$22,099.91
2026-08-20

This Year’s Performance

through 2026-08-20

  YTD YoY
OVL
×
+10.53% +20.03%
VOO
×
+8.95% +17.00%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVL
×
āˆ’2.53%
on 2026-08-20
from 2026-08-13 peak
āˆ’35.46%
on 2020-03-20
from 2020-02-19 peak
VOO
×
āˆ’2.01%
on 2026-08-20
from 2026-08-13 peak
āˆ’33.95%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-08-20 1 yr 2 yr 3 yr 5 yr 10 yr
OVL
×
+20.03% +33.48%
+15.53%/yr
+73.28%
+20.11%/yr
+51.19%
+8.62%/yr
VOO
×
+17.00% +31.63%
+14.73%/yr
+66.54%
+18.53%/yr
+50.87%
+8.57%/yr
+196.81%
+11.49%/yr

Annual Returns

Year OVL VOO
2026 (YTD) +10.53% +8.95%
2025 +14.75% +14.75%
2024 +24.33% +21.47%
2023 +23.86% +22.23%
2022 āˆ’26.91% āˆ’23.14%
2021 +23.69% +20.33%
2020 +18.56% +16.73%
2019 +10.76% +28.43%
2018 āˆ’6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.43%
2012 +14.02%
2011 āˆ’1.04%
2010 +14.35%