-64.1%
OUST vs VOO
+131.7%
-195.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.3% | +13.7% | +13.3% |
| 7D | +17.0% | -2.7% | +19.7% | +25.7% |
| 30D | -16.5% | -5.4% | -11.1% | -3.4% |
| 3M | -23.7% | -4.1% | -19.6% | -13.8% |
| 6M | +18.4% | +0.7% | +17.6% | +25.9% |
| YTD | +60.8% | +8.7% | +52.1% | +48.6% |
| 1Y | +44.2% | +11.0% | +33.2% | +28.9% |
| 3Y | +668.1% | +75.5% | +592.6% | +208.7% |
| 5Y | -48.8% | +68.4% | -117.2% | -77.2% |
| All | -64.1% | +131.7% | -195.8% | -86.9% |
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