-97.8%
OSRH vs VOO
+102.6%
-200.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.4% | -7.8% | -8.2% |
| 7D | -13.5% | +0.1% | -13.6% | -13.4% |
| 30D | -49.1% | +0.1% | -49.2% | -49.1% |
| 3M | -45.9% | +2.0% | -47.9% | -46.0% |
| 6M | -45.0% | +13.0% | -58.0% | -45.8% |
| YTD | -60.1% | +13.6% | -73.7% | -60.7% |
| 1Y | -62.1% | +20.1% | -82.1% | -62.2% |
| 3Y | -97.8% | +77.6% | -175.4% | -97.8% |
| All | -97.8% | +102.6% | -200.4% | -97.7% |
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