+229.4%
OUNZ vs VOO
+406.3%
-176.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +4.4% | +0.1% | +4.4% | +4.4% |
| 3M | -1.1% | +2.0% | -3.1% | -1.2% |
| 6M | -13.7% | +13.0% | -26.7% | -14.2% |
| YTD | +2.7% | +13.6% | -10.8% | +2.2% |
| 1Y | +24.6% | +20.1% | +4.5% | +23.8% |
| 3Y | +126.9% | +77.6% | +49.4% | +123.5% |
| 5Y | +139.4% | +82.4% | +57.0% | +134.8% |
| 10Y | +224.7% | +316.8% | -92.1% | +243.3% |
| All | +229.4% | +406.3% | -176.9% | +267.9% |
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