-19.5%
OXM vs VOO
+18.9%
-38.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.4% |
| 7D | -18.8% | -0.4% | -18.4% | -18.4% |
| 30D | -17.7% | -1.4% | -16.3% | -16.3% |
| 3M | -27.8% | +3.7% | -31.5% | -30.8% |
| 6M | -18.5% | +13.0% | -31.5% | -30.4% |
| YTD | -5.9% | +12.4% | -18.3% | -18.8% |
| 1Y | -19.5% | +18.6% | -38.1% | -49.7% |
| All | -19.5% | +18.9% | -38.4% | -49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling