-6.4%
OSCR vs VOO
+112.3%
-118.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.5% |
| 7D | +1.1% | -2.0% | +3.0% | +4.1% |
| 30D | +16.5% | -1.7% | +18.1% | +19.6% |
| 3M | +17.0% | +4.7% | +12.2% | +8.6% |
| 6M | +145.0% | +12.6% | +132.4% | +103.3% |
| YTD | +126.7% | +11.8% | +115.0% | +90.6% |
| 1Y | +67.2% | +17.5% | +49.7% | +30.5% |
| 3Y | +405.1% | +77.0% | +328.1% | +97.2% |
| 5Y | +86.2% | +82.6% | +3.6% | -25.4% |
| All | -6.4% | +112.3% | -118.7% | -70.6% |
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