+3,438.3%
OSBC vs VOO
+817.1%
+2,621.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -0.7% | +0.1% | -0.7% | -0.7% |
| 3M | +20.4% | +2.0% | +18.4% | +17.9% |
| 6M | +29.1% | +13.0% | +16.0% | +15.4% |
| YTD | +33.2% | +13.6% | +19.6% | +18.5% |
| 1Y | +39.0% | +20.1% | +18.9% | +17.7% |
| 3Y | +78.2% | +77.6% | +0.6% | +6.8% |
| 5Y | +133.4% | +82.4% | +51.0% | +35.2% |
| 10Y | +248.1% | +316.8% | -68.8% | +2.7% |
| All | +3,438.3% | +817.1% | +2,621.2% | +183.9% |
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