-22.1%
OXLC vs VOO
+79.1%
-101.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.1% |
| 7D | +0.2% | +0.5% | -0.3% | -0.2% |
| 30D | +6.7% | -0.9% | +7.6% | +7.4% |
| 3M | +7.5% | +3.9% | +3.6% | +4.7% |
| 6M | +32.6% | +14.5% | +18.1% | +20.8% |
| YTD | -18.4% | +13.0% | -31.3% | -25.0% |
| 1Y | -25.0% | +19.4% | -44.4% | -33.7% |
| 3Y | -22.1% | +78.9% | -101.0% | -50.2% |
| All | -22.1% | +79.1% | -101.2% | -50.2% |
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 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