-27.5%
OSTX vs VOO
+40.6%
-68.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.5% |
| 7D | 0.0% | -2.0% | +2.0% | +2.1% |
| 30D | +13.8% | -1.7% | +15.4% | +15.9% |
| 3M | +7.7% | +4.7% | +3.0% | +2.9% |
| 6M | +11.7% | +12.6% | -0.9% | 0.0% |
| YTD | +30.0% | +11.8% | +18.2% | +17.2% |
| 1Y | -17.3% | +17.5% | -34.8% | -28.0% |
| All | -27.5% | +40.6% | -68.1% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling