+188.7%
OSPN vs VOO
+817.1%
-628.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +3.2% | +0.1% | +3.2% | +3.3% |
| 3M | +14.3% | +2.0% | +12.3% | +11.6% |
| 6M | +63.6% | +13.0% | +50.5% | +41.1% |
| YTD | +34.1% | +13.6% | +20.5% | +15.3% |
| 1Y | +14.4% | +20.1% | -5.7% | -8.0% |
| 3Y | +46.1% | +77.6% | -31.5% | -25.2% |
| 5Y | -8.7% | +82.4% | -91.2% | -54.5% |
| 10Y | -5.7% | +316.8% | -322.6% | -84.3% |
| All | +188.7% | +817.1% | -628.4% | -85.9% |
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