-48.2%
OSCX vs VOO
+17.2%
-65.4%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -1.7% |
| 7D | -65.8% | -0.8% | -65.0% | -63.9% |
| 30D | -61.1% | -1.1% | -60.1% | -58.5% |
| 3M | -63.5% | +3.9% | -67.4% | -66.9% |
| 6M | +39.4% | +13.6% | +25.8% | -14.8% |
| YTD | +7.1% | +12.7% | -5.6% | -31.6% |
| All | -48.2% | +17.2% | -65.4% | -73.2% |
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