-25.9%
OSTX vs VOO
+41.4%
-67.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +8.8% | -0.4% | +9.1% | +9.2% |
| 30D | +14.1% | -1.4% | +15.5% | +15.9% |
| 3M | +6.9% | +3.7% | +3.2% | +3.1% |
| 6M | +8.8% | +13.0% | -4.3% | -3.0% |
| YTD | +32.9% | +12.4% | +20.4% | +19.0% |
| 1Y | -15.1% | +18.6% | -33.7% | -26.7% |
| All | -25.9% | +41.4% | -67.3% | -39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling