-55.8%
OUST vs VOO
+72.6%
-128.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.4% | -8.1% | -7.6% |
| 7D | -3.8% | +2.6% | -6.4% | -9.4% |
| 30D | +5.1% | -2.0% | +7.0% | +12.5% |
| 3M | -25.8% | -2.8% | -23.0% | -18.0% |
| 6M | -2.0% | +2.2% | -4.2% | +0.6% |
| YTD | +54.7% | +11.5% | +43.2% | +33.6% |
| 1Y | +48.8% | +13.5% | +35.3% | +24.6% |
| 3Y | +607.8% | +78.1% | +529.7% | +149.3% |
| All | -55.8% | +72.6% | -128.4% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling