+550.5%
OSK vs VOO
+806.9%
-256.4%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | -0.8% |
| 7D | -1.5% | -0.9% | -0.6% | -0.3% |
| 30D | +11.6% | -2.3% | +13.9% | +14.9% |
| 3M | -9.0% | -1.2% | -7.8% | -7.8% |
| 6M | +6.3% | +3.3% | +2.9% | +1.9% |
| YTD | +13.8% | +12.3% | +1.4% | -1.8% |
| 1Y | +15.2% | +12.5% | +2.7% | -0.7% |
| 3Y | +59.3% | +79.2% | -19.9% | -24.1% |
| 5Y | +33.2% | +75.7% | -42.5% | -35.4% |
| 10Y | +150.2% | +313.7% | -163.4% | -64.7% |
| All | +550.5% | +806.9% | -256.4% | -76.9% |
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