+577.1%
OUST vs VOO
+77.8%
+499.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.8% |
| 7D | +5.2% | +0.1% | +5.1% | +5.0% |
| 30D | -19.3% | +0.1% | -19.3% | -19.3% |
| 3M | -22.6% | +2.0% | -24.7% | -23.4% |
| 6M | +62.8% | +13.0% | +49.7% | +25.9% |
| YTD | +68.3% | +13.6% | +54.8% | +30.1% |
| 1Y | +28.5% | +20.1% | +8.5% | -10.5% |
| All | +577.1% | +77.8% | +499.4% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling