+215.1%
OUNZ vs VOO
+317.9%
-102.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | +1.7% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -1.3% | -3.3% | +2.0% | -1.0% |
| 3M | -4.7% | -2.4% | -2.3% | -4.5% |
| 6M | -12.4% | +2.6% | -15.0% | -12.6% |
| YTD | -4.1% | +11.3% | -15.4% | -4.9% |
| 1Y | +3.2% | +13.4% | -10.3% | +2.3% |
| 3Y | +110.1% | +80.3% | +29.9% | +102.6% |
| 5Y | +123.2% | +72.7% | +50.5% | +114.6% |
| 10Y | +215.1% | +310.0% | -94.9% | +209.7% |
| All | +215.1% | +317.9% | -102.8% | +209.7% |
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