+0.2%
OSS vs VOO
+210.4%
-210.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +1.3% |
| 7D | +4.9% | -0.9% | +5.8% | +7.0% |
| 30D | -33.0% | -2.3% | -30.7% | -30.3% |
| 3M | -61.6% | -1.2% | -60.4% | -60.4% |
| 6M | -69.3% | +3.3% | -72.6% | -69.4% |
| YTD | -31.9% | +12.3% | -44.2% | -36.6% |
| 1Y | -12.8% | +12.5% | -25.3% | -18.7% |
| 3Y | +143.3% | +79.2% | +64.1% | +54.2% |
| 5Y | -12.7% | +75.7% | -88.4% | -44.9% |
| All | +0.2% | +210.4% | -210.2% | -62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling