+55.5%
OSEA vs VOO
+105.0%
-49.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -0.1% | +0.5% | -0.6% | -0.5% |
| 30D | -2.9% | -0.9% | -2.0% | -2.2% |
| 3M | +1.1% | +3.9% | -2.8% | -2.1% |
| 6M | +1.4% | +14.5% | -13.2% | -9.1% |
| YTD | -0.4% | +13.0% | -13.3% | -9.7% |
| 1Y | +3.3% | +19.4% | -16.2% | -10.4% |
| 3Y | +29.9% | +78.9% | -48.9% | -19.6% |
| All | +55.5% | +105.0% | -49.5% | -12.8% |
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