+221.3%
OUNZ vs VOO
+315.3%
-94.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +0.2% | -0.4% | +0.6% | +0.2% |
| 30D | +0.2% | -1.4% | +1.6% | +0.3% |
| 3M | +3.3% | +3.7% | -0.4% | +3.0% |
| 6M | -14.5% | +13.0% | -27.6% | -15.3% |
| YTD | +1.9% | +12.4% | -10.5% | +1.0% |
| 1Y | +20.9% | +18.6% | +2.3% | +19.5% |
| 3Y | +127.6% | +78.1% | +49.5% | +119.6% |
| 5Y | +142.0% | +82.3% | +59.8% | +132.2% |
| 10Y | +221.3% | +322.5% | -101.3% | +221.0% |
| All | +221.3% | +315.3% | -94.0% | +221.0% |
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