-2.3%
OSPN vs VOO
+325.3%
-327.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.3% |
| 7D | +0.9% | -0.8% | +1.7% | +1.8% |
| 30D | +2.7% | -1.1% | +3.8% | +4.1% |
| 3M | +18.7% | +3.9% | +14.8% | +13.8% |
| 6M | +60.6% | +13.6% | +47.0% | +39.8% |
| YTD | +35.3% | +12.7% | +22.6% | +19.1% |
| 1Y | +13.9% | +17.6% | -3.7% | -4.3% |
| 3Y | +56.4% | +77.3% | -20.9% | -13.9% |
| 5Y | -5.7% | +84.1% | -89.9% | -49.6% |
| All | -2.3% | +325.3% | -327.6% | -79.5% |
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