+86.5%
OSCV vs VOO
+211.6%
-125.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -2.9% | +0.1% | -2.9% | -2.9% |
| 3M | +4.0% | +2.0% | +2.0% | +1.9% |
| 6M | +3.1% | +13.0% | -10.0% | -8.1% |
| YTD | +13.3% | +13.6% | -0.2% | +0.6% |
| 1Y | +9.8% | +20.1% | -10.2% | -7.4% |
| 3Y | +34.2% | +77.6% | -43.3% | -21.6% |
| 5Y | +33.5% | +82.4% | -48.9% | -24.5% |
| All | +86.5% | +211.6% | -125.1% | -36.7% |
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