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 2026-09-10 Overall
Return
Exponential
Trendline
OVL
×
+129.68%
+12.72%/yr
+10.50%/yr
R2=0.750
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
VOO
×
+119.22%
+11.97%/yr
+10.09%/yr
R2=0.782
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01šŸ’¬ to Thu 2026-09-10 Start
Value
End
Value
OVL
×
$10,000.00
2019-10-01
$22,968.08
2026-09-10
VOO
×
$10,000.00
2019-10-01
$21,922.27
2026-09-10

This Year’s Performance

through 2026-09-10

  YTD YoY
OVL
×
+9.48% +15.87%
VOO
×
+8.07% +13.73%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVL
×
āˆ’3.47%
on 2026-09-10
from 2026-08-13 peak
āˆ’35.46%
on 2020-03-20
from 2020-02-19 peak
VOO
×
āˆ’2.80%
on 2026-09-10
from 2026-08-13 peak
āˆ’33.95%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-09-10 1 yr 2 yr 3 yr 5 yr 10 yr
OVL
×
+15.87% +35.19%
+16.27%/yr
+68.27%
+18.94%/yr
+49.01%
+8.30%/yr
VOO
×
+13.73% +33.07%
+15.36%/yr
+62.26%
+17.51%/yr
+49.18%
+8.33%/yr
+202.06%
+11.69%/yr

Annual Returns

Year OVL VOO
2026 (YTD) +9.48% +8.07%
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%