+244.7%
OSBC vs VOO
+321.7%
-77.1%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | -0.6% | -2.0% | +1.4% | +1.3% |
| 30D | +0.3% | -1.7% | +2.0% | +1.9% |
| 3M | +15.7% | +4.7% | +11.0% | +10.4% |
| 6M | +30.9% | +12.6% | +18.3% | +16.3% |
| YTD | +32.2% | +11.8% | +20.4% | +18.2% |
| 1Y | +41.5% | +17.5% | +23.9% | +20.5% |
| 3Y | +84.5% | +77.0% | +7.5% | +5.4% |
| 5Y | +130.3% | +82.6% | +47.8% | +25.9% |
| All | +244.7% | +321.7% | -77.1% | -28.3% |
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