+83.8%
OSCV vs VOO
+208.5%
-124.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -1.0% | -0.4% | -0.6% | -0.6% |
| 30D | -3.8% | -1.4% | -2.5% | -2.7% |
| 3M | +1.8% | +3.7% | -1.9% | -1.7% |
| 6M | +4.6% | +13.0% | -8.5% | -6.8% |
| YTD | +11.7% | +12.4% | -0.7% | 0.0% |
| 1Y | +9.2% | +18.6% | -9.4% | -7.0% |
| 3Y | +35.8% | +78.1% | -42.2% | -20.9% |
| 5Y | +33.3% | +82.3% | -48.9% | -24.6% |
| All | +83.8% | +208.5% | -124.7% | -37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling