-1.5%
OXSQ vs VOO
+325.3%
-326.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -0.7% | -0.8% | 0.0% | -0.2% |
| 30D | -10.8% | -1.1% | -9.8% | -10.2% |
| 3M | +4.5% | +3.9% | +0.6% | +1.4% |
| 6M | -15.5% | +13.6% | -29.1% | -23.0% |
| YTD | -9.8% | +12.7% | -22.6% | -17.3% |
| 1Y | -21.4% | +17.6% | -39.0% | -30.2% |
| 3Y | -24.1% | +77.3% | -101.4% | -51.4% |
| 5Y | -31.3% | +84.1% | -115.4% | -58.0% |
| All | -1.5% | +325.3% | -326.8% | -65.3% |
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