-59.8%
OXM vs VOO
+78.8%
-138.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.2% | -3.2% |
| 7D | +4.0% | -0.6% | +4.6% | +4.6% |
| 30D | +18.6% | -3.6% | +22.2% | +23.7% |
| 3M | -19.2% | -2.7% | -16.5% | -16.7% |
| 6M | -32.7% | +2.2% | -34.9% | -35.2% |
| YTD | -7.6% | +10.9% | -18.5% | -19.9% |
| 1Y | -12.0% | +11.3% | -23.3% | -24.3% |
| 3Y | -59.8% | +76.9% | -136.7% | -83.9% |
| All | -59.8% | +78.8% | -138.6% | -83.9% |
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