-75.2%
OSG vs VOO
+508.2%
-583.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.9% |
| 7D | +7.1% | +0.1% | +7.0% | +7.0% |
| 30D | -12.5% | +0.1% | -12.6% | -12.6% |
| 3M | -8.1% | +2.0% | -10.1% | -10.4% |
| 6M | -11.3% | +13.0% | -24.3% | -22.3% |
| YTD | -36.1% | +13.6% | -49.7% | -44.5% |
| 1Y | -45.9% | +20.1% | -66.0% | -55.6% |
| 3Y | -62.2% | +77.6% | -139.8% | -79.5% |
| 5Y | -64.4% | +82.4% | -146.9% | -81.5% |
| 10Y | -72.7% | +316.8% | -389.6% | -94.5% |
| All | -75.2% | +508.2% | -583.3% | -97.1% |
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