-46.3%
OSUR vs VOO
+75.9%
-122.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.2% |
| 7D | -9.8% | -2.0% | -7.8% | -7.8% |
| 30D | -16.8% | -1.7% | -15.1% | -15.2% |
| 3M | -19.9% | +4.7% | -24.6% | -23.9% |
| 6M | +3.2% | +12.6% | -9.4% | -9.5% |
| YTD | +33.5% | +11.8% | +21.7% | +17.8% |
| 1Y | -0.9% | +17.5% | -18.5% | -16.8% |
| All | -46.3% | +75.9% | -122.3% | -70.2% |
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