+497.6%
OSIS vs VOO
+800.4%
-302.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.2% |
| 7D | -1.8% | +2.6% | -4.3% | -4.1% |
| 30D | +0.1% | -2.0% | +2.1% | +2.1% |
| 3M | -15.6% | -2.8% | -12.8% | -13.3% |
| 6M | -11.7% | +2.2% | -13.9% | -13.3% |
| YTD | -24.4% | +11.5% | -35.9% | -31.6% |
| 1Y | -29.3% | +13.5% | -42.8% | -37.0% |
| 3Y | +70.9% | +78.1% | -7.1% | +2.8% |
| 5Y | +102.0% | +73.1% | +28.8% | +22.8% |
| 10Y | +157.1% | +310.7% | -153.6% | -36.7% |
| All | +497.6% | +800.4% | -302.8% | -43.9% |
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 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