+249.3%
OGS vs VOO
+417.6%
-168.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +1.6% | +0.1% | +1.6% | +1.5% |
| 3M | +4.2% | +2.0% | +2.2% | +2.5% |
| 6M | -7.4% | +13.0% | -20.4% | -15.0% |
| YTD | +6.0% | +13.6% | -7.6% | -3.2% |
| 1Y | +9.7% | +20.1% | -10.3% | -3.7% |
| 3Y | +21.9% | +77.6% | -55.7% | -20.1% |
| 5Y | +32.1% | +82.4% | -50.4% | -16.9% |
| 10Y | +73.5% | +316.8% | -243.3% | -43.1% |
| All | +249.3% | +417.6% | -168.2% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling