+6.4%
OXY vs VOO
+325.3%
-318.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.5% |
| 7D | +2.8% | -0.8% | +3.6% | +3.7% |
| 30D | +5.5% | -1.1% | +6.5% | +6.6% |
| 3M | +11.3% | +3.9% | +7.4% | +5.5% |
| 6M | +11.6% | +13.6% | -2.0% | -6.6% |
| YTD | +51.6% | +12.7% | +38.9% | +27.8% |
| 1Y | +36.2% | +17.6% | +18.6% | +8.5% |
| 3Y | +1.7% | +77.3% | -75.6% | -53.3% |
| 5Y | +164.5% | +84.1% | +80.3% | +12.4% |
| All | +6.4% | +325.3% | -318.9% | -80.7% |
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 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