+209.5%
OUSA vs VOO
+343.7%
-134.1%
-33.1%
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% | -0.6% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | +5.4% | +2.0% | +3.4% | +3.6% |
| 6M | +5.1% | +13.0% | -7.9% | -4.8% |
| YTD | +7.7% | +13.6% | -5.9% | -2.9% |
| 1Y | +10.9% | +20.1% | -9.2% | -4.5% |
| 3Y | +45.6% | +77.6% | -31.9% | -9.2% |
| 5Y | +51.3% | +82.4% | -31.2% | -8.6% |
| 10Y | +171.9% | +316.8% | -144.9% | -17.3% |
| All | +209.5% | +343.7% | -134.1% | -10.1% |
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