-62.8%
OSUR vs VOO
+325.3%
-388.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.2% |
| 7D | -6.6% | -0.8% | -5.8% | -5.9% |
| 30D | -13.3% | -1.1% | -12.3% | -12.4% |
| 3M | -22.4% | +3.9% | -26.3% | -25.3% |
| 6M | +2.2% | +13.6% | -11.4% | -9.1% |
| YTD | +34.3% | +12.7% | +21.6% | +20.2% |
| 1Y | -2.1% | +17.6% | -19.7% | -15.4% |
| 3Y | -46.0% | +77.3% | -123.3% | -67.4% |
| 5Y | -72.4% | +84.1% | -156.5% | -83.9% |
| All | -62.8% | +325.3% | -388.1% | -91.6% |
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