+86.8%
OSCV vs VOO
+208.2%
-121.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.8% |
| 7D | +0.1% | -0.9% | +1.1% | +0.9% |
| 30D | +4.7% | -2.3% | +7.1% | +6.8% |
| 3M | -2.6% | -1.2% | -1.4% | -1.8% |
| 6M | +3.2% | +3.3% | -0.1% | -0.3% |
| YTD | +13.5% | +12.3% | +1.2% | +1.5% |
| 1Y | +13.5% | +12.5% | +1.0% | +1.3% |
| 3Y | +43.0% | +79.2% | -36.2% | -17.3% |
| 5Y | +24.4% | +75.7% | -51.3% | -27.2% |
| All | +86.8% | +208.2% | -121.4% | -36.0% |
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 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