+104.2%
OSIS vs VOO
+81.6%
+22.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -2.9% |
| 7D | -4.5% | -0.4% | -4.1% | -4.2% |
| 30D | -15.1% | -1.4% | -13.7% | -14.0% |
| 3M | -8.3% | +3.7% | -12.0% | -11.4% |
| 6M | -30.0% | +13.0% | -43.0% | -37.4% |
| YTD | -22.6% | +12.4% | -35.0% | -30.4% |
| 1Y | -14.0% | +18.6% | -32.6% | -26.0% |
| 3Y | +58.1% | +78.1% | -19.9% | +1.5% |
| 5Y | +104.2% | +82.3% | +21.9% | +26.7% |
| All | +104.2% | +81.6% | +22.6% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling