+59.0%
OSCX vs VOO
+17.4%
+41.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +6.7% |
| 7D | +21.4% | +0.5% | +20.8% | +19.7% |
| 30D | +34.2% | -0.9% | +35.1% | +38.4% |
| 3M | +24.3% | +3.9% | +20.4% | +9.2% |
| 6M | +294.9% | +14.5% | +280.4% | +127.5% |
| YTD | +228.7% | +13.0% | +215.7% | +102.1% |
| All | +59.0% | +17.4% | +41.5% | -20.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling