+168.5%
OUSA vs VOO
+314.0%
-145.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -1.4% | +0.5% | -1.9% | -1.8% |
| 30D | -2.2% | -0.9% | -1.3% | -1.5% |
| 3M | +5.0% | +3.9% | +1.1% | +1.7% |
| 6M | +5.4% | +14.5% | -9.1% | -5.5% |
| YTD | +6.4% | +13.0% | -6.6% | -3.7% |
| 1Y | +9.8% | +19.4% | -9.7% | -5.1% |
| 3Y | +45.7% | +78.9% | -33.2% | -9.8% |
| 5Y | +50.6% | +82.3% | -31.7% | -9.0% |
| 10Y | +168.5% | +314.2% | -145.7% | -18.6% |
| All | +168.5% | +314.0% | -145.5% | -18.6% |
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 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