+42.7%
OXBR vs VOO
+77.4%
-34.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +0.8% | +12.1% | +12.0% |
| 7D | +9.0% | -0.8% | +9.8% | +10.0% |
| 30D | +31.9% | -1.1% | +33.0% | +33.8% |
| 3M | +79.4% | +3.9% | +75.5% | +72.4% |
| 6M | +89.4% | +13.6% | +75.8% | +64.3% |
| YTD | +18.9% | +12.7% | +6.2% | +4.2% |
| 1Y | -31.7% | +17.6% | -49.3% | -42.3% |
| 3Y | +42.7% | +77.3% | -34.6% | +13.5% |
| All | +42.7% | +77.4% | -34.7% | +13.5% |
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