-64.5%
OXLC vs VOO
+72.8%
-137.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.7% |
| 7D | -23.0% | -0.6% | -22.4% | -22.0% |
| 30D | -40.4% | -3.6% | -36.8% | -38.4% |
| 3M | -42.6% | -2.7% | -39.8% | -41.0% |
| 6M | -44.3% | +2.2% | -46.5% | -44.5% |
| YTD | -55.7% | +10.9% | -66.6% | -58.1% |
| 1Y | -54.4% | +11.3% | -65.8% | -57.0% |
| 3Y | -57.9% | +76.9% | -134.9% | -70.0% |
| 5Y | -64.5% | +73.5% | -138.0% | -75.4% |
| All | -64.5% | +72.8% | -137.2% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling