+201.7%
OUNZ vs VOO
+384.6%
-182.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +4.6% | -2.7% | +7.3% | +4.8% |
| 30D | -0.9% | -5.4% | +4.5% | -0.5% |
| 3M | -4.4% | -4.1% | -0.3% | -4.1% |
| 6M | -13.5% | +0.7% | -14.3% | -13.5% |
| YTD | -5.9% | +8.7% | -14.6% | -6.2% |
| 1Y | +1.9% | +11.0% | -9.1% | +1.6% |
| 3Y | +104.0% | +75.5% | +28.5% | +101.3% |
| 5Y | +120.9% | +68.4% | +52.6% | +117.1% |
| 10Y | +202.2% | +315.7% | -113.5% | +222.7% |
| All | +201.7% | +384.6% | -182.9% | +237.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling