-51.4%
OSCX vs VOO
+16.9%
-68.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -69.4% | -0.5% | -69.0% | -68.0% |
| 7D | -63.9% | -0.4% | -63.6% | -62.3% |
| 30D | -58.2% | -1.4% | -56.8% | -54.9% |
| 3M | -61.4% | +3.7% | -65.2% | -64.9% |
| 6M | +19.9% | +13.0% | +6.9% | -25.1% |
| YTD | +0.5% | +12.4% | -11.9% | -35.2% |
| All | -51.4% | +16.9% | -68.3% | -74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling