-44.2%
OSG vs VOO
+17.3%
-61.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.4% |
| 7D | +5.9% | -2.0% | +7.9% | +6.0% |
| 30D | +9.9% | -1.7% | +11.6% | +10.0% |
| 3M | -10.6% | +4.7% | -15.3% | -10.9% |
| 6M | -9.4% | +12.6% | -22.0% | -12.5% |
| YTD | -35.9% | +11.8% | -47.6% | -38.1% |
| 1Y | -44.2% | +17.5% | -61.7% | -47.1% |
| All | -44.2% | +17.3% | -61.5% | -47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling