+14.2%
OXLCG vs VOO
+31.8%
-17.6%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +0.2% | -2.0% | +2.2% | +0.3% |
| 30D | +0.8% | -1.7% | +2.5% | +0.9% |
| 3M | +2.0% | +4.7% | -2.7% | +1.7% |
| 6M | +4.5% | +12.6% | -8.1% | +3.7% |
| YTD | +4.0% | +11.8% | -7.7% | +3.3% |
| 1Y | +8.7% | +17.5% | -8.9% | +7.6% |
| All | +14.2% | +31.8% | -17.6% | +11.2% |
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