-8.6%
OESX vs VOO
+807.8%
-816.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -9.3% |
| 7D | +26.7% | -0.4% | +27.1% | +27.0% |
| 30D | +44.1% | -1.4% | +45.5% | +45.5% |
| 3M | +186.0% | +3.7% | +182.3% | +178.6% |
| 6M | +170.6% | +13.0% | +157.6% | +148.1% |
| YTD | +79.5% | +12.4% | +67.0% | +65.5% |
| 1Y | +248.9% | +18.6% | +230.3% | +209.9% |
| 3Y | +90.3% | +78.1% | +12.3% | +23.8% |
| 5Y | -34.6% | +82.3% | -116.9% | -58.5% |
| 10Y | +109.1% | +322.5% | -213.4% | -21.7% |
| All | -8.6% | +807.8% | -816.4% | -73.2% |
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