-19.7%
OSS vs VOO
+199.6%
-219.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.4% | -11.5% | -11.1% |
| 7D | -32.6% | -4.7% | -27.9% | -28.5% |
| 30D | -53.0% | -5.9% | -47.1% | -49.2% |
| 3M | -70.1% | -4.5% | -65.6% | -68.1% |
| 6M | -59.9% | +1.9% | -61.7% | -59.3% |
| YTD | -45.4% | +8.4% | -53.8% | -47.4% |
| 1Y | -31.9% | +9.5% | -41.4% | -34.6% |
| 3Y | +84.9% | +75.3% | +9.6% | +20.0% |
| 5Y | -27.4% | +67.9% | -95.3% | -52.0% |
| All | -19.7% | +199.6% | -219.2% | -68.9% |
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