-70.1%
OSUR vs VOO
+82.8%
-152.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.3% |
| 7D | -6.6% | -0.8% | -5.8% | -5.8% |
| 30D | -13.3% | -1.1% | -12.3% | -12.3% |
| 3M | -22.4% | +3.9% | -26.3% | -25.7% |
| 6M | +2.2% | +13.6% | -11.4% | -11.1% |
| YTD | +34.3% | +12.7% | +21.6% | +17.8% |
| 1Y | -2.1% | +17.6% | -19.7% | -17.6% |
| 3Y | -46.0% | +77.3% | -123.3% | -70.5% |
| All | -70.1% | +82.8% | -152.9% | -84.3% |
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