-98.0%
OSRH vs VOO
+101.5%
-199.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.6% | -9.7% | -10.2% |
| 7D | -40.2% | +0.5% | -40.8% | -40.2% |
| 30D | -54.4% | -0.9% | -53.5% | -54.4% |
| 3M | -49.9% | +3.9% | -53.8% | -50.1% |
| 6M | -60.6% | +14.5% | -75.2% | -61.2% |
| YTD | -64.2% | +13.0% | -77.1% | -64.7% |
| 1Y | -63.6% | +19.4% | -83.0% | -63.8% |
| 3Y | -98.1% | +78.9% | -176.9% | -98.0% |
| All | -98.0% | +101.5% | -199.5% | -98.0% |
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