-42.0%
OXM vs VOO
+321.7%
-363.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.7% |
| 7D | -15.5% | -2.0% | -13.5% | -13.5% |
| 30D | -14.7% | -1.7% | -13.1% | -13.1% |
| 3M | -27.3% | +4.7% | -32.0% | -31.3% |
| 6M | -16.8% | +12.6% | -29.4% | -27.4% |
| YTD | -4.9% | +11.8% | -16.7% | -16.2% |
| 1Y | -18.1% | +17.5% | -35.6% | -31.7% |
| 3Y | -62.6% | +77.0% | -139.5% | -79.9% |
| 5Y | -58.0% | +82.6% | -140.6% | -78.2% |
| All | -42.0% | +321.7% | -363.7% | -86.4% |
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 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