All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2019-10-01š¬ 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 | ||||||
| Tue 2019-10-01š¬ 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 |
| YTD | YoY | |
|---|---|---|
| OVL × | +10.53% | +20.03% |
| VOO × | +8.95% | +17.00% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| OVL × |
ā2.53%
on 2026-08-20 from 2026-08-13 peak |
ā35.46%
on 2020-03-20 from 2020-02-19 peak |
| VOO × |
ā2.01%
on 2026-08-20 from 2026-08-13 peak |
ā33.95%
on 2020-03-23 from 2020-02-19 peak |
| 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 |
| 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 | ā26.91% | ā23.14% |
| 2021 | +23.69% | +20.33% |
| 2020 | +18.56% | +16.73% |
| 2019 | +10.76% | +28.43% |
| 2018 | — | ā6.29% |
| 2017 | — | +19.25% |
| 2016 | — | +9.89% |
| 2015 | — | +0.59% |
| 2014 | — | +12.71% |
| 2013 | — | +30.43% |
| 2012 | — | +14.02% |
| 2011 | — | ā1.04% |
| 2010 | — | +14.35% |