+110.6%
OESX vs VOO
+14.7%
+96.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.6% | -10.2% | -9.4% |
| 7D | -5.0% | -0.7% | -4.3% | -4.6% |
| 30D | -36.8% | -1.1% | -35.7% | -36.4% |
| 3M | +82.7% | -0.3% | +83.0% | +83.2% |
| 6M | +107.7% | +7.4% | +100.3% | +95.4% |
| YTD | +23.5% | +13.4% | +10.2% | +13.0% |
| 1Y | +110.6% | +14.8% | +95.8% | +94.0% |
| All | +110.6% | +14.7% | +96.0% | +94.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling