+3,361.5%
OSBC vs VOO
+795.4%
+2,566.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.4% | -0.6% | +0.9% | +0.8% |
| 30D | +2.2% | -3.6% | +5.9% | +5.5% |
| 3M | -0.5% | -2.7% | +2.3% | +1.8% |
| 6M | +18.6% | +2.2% | +16.3% | +15.7% |
| YTD | +30.3% | +10.9% | +19.4% | +18.2% |
| 1Y | +37.9% | +11.3% | +26.6% | +24.7% |
| 3Y | +90.5% | +76.9% | +13.6% | +14.5% |
| 5Y | +93.6% | +73.5% | +20.1% | +17.1% |
| 10Y | +218.9% | +307.7% | -88.8% | -4.3% |
| All | +3,361.5% | +795.4% | +2,566.1% | +183.1% |
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