-60.6%
OUST vs VOO
+136.3%
-196.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.1% |
| 7D | +31.9% | -0.6% | +32.5% | +35.1% |
| 30D | -4.2% | -3.6% | -0.6% | +6.6% |
| 3M | -9.3% | -2.7% | -6.6% | -0.4% |
| 6M | +51.7% | +2.2% | +49.4% | +56.0% |
| YTD | +76.6% | +10.9% | +65.7% | +56.4% |
| 1Y | +48.9% | +11.3% | +37.6% | +32.1% |
| 3Y | +675.3% | +76.9% | +598.3% | +203.6% |
| 5Y | -44.0% | +73.5% | -117.6% | -76.4% |
| All | -60.6% | +136.3% | -196.9% | -86.3% |
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