+199.1%
OUNZ vs VOO
+394.3%
-195.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.7% |
| 7D | +2.8% | -0.6% | +3.4% | +2.8% |
| 30D | -3.9% | -3.6% | -0.3% | -3.7% |
| 3M | -8.2% | -2.7% | -5.5% | -8.1% |
| 6M | -14.8% | +2.2% | -17.0% | -14.9% |
| YTD | -6.7% | +10.9% | -17.6% | -7.1% |
| 1Y | -2.2% | +11.3% | -13.6% | -2.7% |
| 3Y | +106.7% | +76.9% | +29.8% | +103.8% |
| 5Y | +114.8% | +73.5% | +41.3% | +110.9% |
| 10Y | +211.4% | +307.7% | -96.3% | +229.7% |
| All | +199.1% | +394.3% | -195.2% | +234.6% |
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