-98.9%
OSRH vs VOO
+100.3%
-199.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.3% | +1.3% | -20.6% | -19.2% |
| 7D | -29.4% | -0.9% | -28.5% | -29.5% |
| 30D | -42.3% | -2.3% | -40.0% | -42.4% |
| 3M | -70.7% | -1.2% | -69.6% | -70.7% |
| 6M | -80.1% | +3.3% | -83.4% | -80.2% |
| YTD | -80.0% | +12.3% | -92.3% | -80.3% |
| 1Y | -79.9% | +12.5% | -92.4% | -80.3% |
| 3Y | -98.9% | +79.2% | -178.1% | -98.9% |
| All | -98.9% | +100.3% | -199.2% | -98.9% |
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