+94.1%
OGS vs VOO
+306.9%
-212.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +1.6% | -0.6% | +2.1% | +1.8% |
| 30D | +13.5% | -3.6% | +17.2% | +15.9% |
| 3M | +5.2% | -2.7% | +8.0% | +6.8% |
| 6M | -1.4% | +2.2% | -3.7% | -3.5% |
| YTD | +9.2% | +10.9% | -1.7% | +1.0% |
| 1Y | +4.4% | +11.3% | -6.9% | -3.8% |
| 3Y | +52.4% | +76.9% | -24.5% | -0.4% |
| 5Y | +42.6% | +73.5% | -30.9% | -7.2% |
| 10Y | +94.1% | +307.7% | -213.6% | -43.6% |
| All | +94.1% | +306.9% | -212.8% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling