-75.9%
OXBR vs VOO
+408.5%
-484.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.5% |
| 7D | +4.5% | -0.4% | +4.8% | +4.8% |
| 30D | +6.9% | -1.4% | +8.2% | +8.0% |
| 3M | +52.2% | +3.7% | +48.5% | +48.3% |
| 6M | +53.3% | +13.0% | +40.3% | +40.7% |
| YTD | +6.1% | +12.4% | -6.4% | -2.2% |
| 1Y | -38.2% | +18.6% | -56.8% | -44.9% |
| 3Y | +27.3% | +78.1% | -50.8% | -12.0% |
| 5Y | -58.7% | +82.3% | -141.0% | -71.7% |
| 10Y | -69.1% | +322.5% | -391.6% | -86.1% |
| All | -75.9% | +408.5% | -484.4% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling