+96.0%
OESX vs VOO
+77.4%
+18.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.9% | -4.4% |
| 7D | +9.0% | -0.8% | +9.8% | +9.3% |
| 30D | +32.3% | -1.1% | +33.4% | +32.9% |
| 3M | +188.1% | +3.9% | +184.2% | +182.8% |
| 6M | +173.9% | +13.6% | +160.2% | +157.9% |
| YTD | +77.2% | +12.7% | +64.5% | +67.7% |
| 1Y | +208.3% | +17.6% | +190.7% | +187.1% |
| 3Y | +96.0% | +77.3% | +18.7% | +42.9% |
| All | +96.0% | +77.4% | +18.6% | +42.9% |
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 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