+212.7%
OSIS vs VOO
+325.3%
-112.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.8% |
| 7D | +0.1% | -0.8% | +0.8% | +0.7% |
| 30D | -11.8% | -1.1% | -10.7% | -11.0% |
| 3M | -11.6% | +3.9% | -15.5% | -14.4% |
| 6M | -26.9% | +13.6% | -40.5% | -34.4% |
| YTD | -19.9% | +12.7% | -32.6% | -27.6% |
| 1Y | -14.7% | +17.6% | -32.3% | -25.4% |
| 3Y | +67.1% | +77.3% | -10.2% | +6.9% |
| 5Y | +115.0% | +84.1% | +30.9% | +31.9% |
| All | +212.7% | +325.3% | -112.6% | -5.9% |
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 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