-34.2%
OSCX vs VOO
+14.7%
-48.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.0% | +1.6% | +15.4% | +12.3% |
| 7D | +31.3% | -0.7% | +32.0% | +34.3% |
| 30D | +11.7% | -1.1% | +12.7% | +15.5% |
| 3M | -62.0% | -0.3% | -61.7% | -60.3% |
| 6M | -15.9% | +7.4% | -23.3% | -33.5% |
| YTD | +13.4% | +13.4% | +0.1% | -27.1% |
| 1Y | -34.2% | +14.8% | -49.0% | -61.3% |
| All | -34.2% | +14.7% | -48.8% | -61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling