+32.6%
OGS vs VOO
+83.3%
-50.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.7% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | +1.6% | +0.1% | +1.6% | +1.6% |
| 3M | +4.2% | +2.0% | +2.2% | +3.3% |
| 6M | -7.4% | +13.0% | -20.4% | -11.6% |
| YTD | +6.0% | +13.6% | -7.6% | +0.9% |
| 1Y | +9.7% | +20.1% | -10.3% | +2.0% |
| 3Y | +21.9% | +77.6% | -55.7% | -4.9% |
| All | +32.6% | +83.3% | -50.7% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling