-73.4%
OSG vs VOO
+325.3%
-398.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.9% | -3.8% |
| 7D | -2.6% | -0.8% | -1.8% | -2.0% |
| 30D | +3.9% | -1.1% | +4.9% | +4.8% |
| 3M | -12.5% | +3.9% | -16.4% | -15.9% |
| 6M | -7.3% | +13.6% | -20.9% | -18.8% |
| YTD | -37.8% | +12.7% | -50.5% | -45.2% |
| 1Y | -45.7% | +17.6% | -63.3% | -54.1% |
| 3Y | -62.2% | +77.3% | -139.5% | -78.8% |
| 5Y | -64.1% | +84.1% | -148.3% | -81.0% |
| All | -73.4% | +325.3% | -398.7% | -94.1% |
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 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