+135.0%
OUSM vs VOO
+296.4%
-161.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -1.1% | -0.4% | -0.7% | -0.7% |
| 30D | -2.7% | -1.4% | -1.3% | -1.5% |
| 3M | +4.1% | +3.7% | +0.4% | +0.6% |
| 6M | +8.3% | +13.0% | -4.7% | -3.3% |
| YTD | +11.6% | +12.4% | -0.8% | +0.1% |
| 1Y | +9.3% | +18.6% | -9.3% | -6.7% |
| 3Y | +42.5% | +78.1% | -35.6% | -16.8% |
| 5Y | +48.0% | +82.3% | -34.2% | -16.1% |
| All | +135.0% | +296.4% | -161.4% | -37.7% |
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