+218.7%
OUSA vs VOO
+324.7%
-106.0%
-33.1%
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% | -1.1% |
| 7D | +0.5% | -2.7% | +3.2% | +2.6% |
| 30D | +4.9% | -5.4% | +10.3% | +9.3% |
| 3M | +2.1% | -4.1% | +6.1% | +5.2% |
| 6M | +10.0% | +0.7% | +9.3% | +8.9% |
| YTD | +10.9% | +8.7% | +2.2% | +3.3% |
| 1Y | +15.5% | +11.0% | +4.5% | +5.8% |
| 3Y | +54.5% | +75.5% | -20.9% | -3.0% |
| 5Y | +54.4% | +68.4% | -13.9% | -0.6% |
| 10Y | +196.8% | +315.7% | -118.9% | -9.7% |
| All | +218.7% | +324.7% | -106.0% | -4.4% |
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