+20.2%
OXLC vs VOO
+321.7%
-301.6%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -1.2% | -2.0% | +0.7% | +0.7% |
| 30D | +4.5% | -1.7% | +6.2% | +6.2% |
| 3M | +9.5% | +4.7% | +4.8% | +4.5% |
| 6M | +25.3% | +12.6% | +12.7% | +11.4% |
| YTD | -19.0% | +11.8% | -30.7% | -27.5% |
| 1Y | -24.6% | +17.5% | -42.1% | -35.8% |
| 3Y | -22.7% | +77.0% | -99.7% | -57.1% |
| 5Y | -24.5% | +82.6% | -107.0% | -60.8% |
| All | +20.2% | +321.7% | -301.6% | -71.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling