-98.6%
OSRH vs VOO
+97.8%
-196.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -0.3% | -8.6% | -8.9% |
| 7D | -15.9% | -0.6% | -15.3% | -15.9% |
| 30D | -26.7% | -3.6% | -23.0% | -26.8% |
| 3M | -65.2% | -2.7% | -62.5% | -65.3% |
| 6M | -75.0% | +2.2% | -77.2% | -75.1% |
| YTD | -74.6% | +10.9% | -85.5% | -75.0% |
| 1Y | -75.3% | +11.3% | -86.6% | -75.8% |
| 3Y | -98.6% | +76.9% | -175.5% | -98.6% |
| All | -98.6% | +97.8% | -196.4% | -98.6% |
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