+147.9%
OXY vs VOO
+82.8%
+65.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.1% |
| 7D | +2.8% | -0.8% | +3.6% | +3.4% |
| 30D | +5.5% | -1.1% | +6.5% | +6.1% |
| 3M | +11.3% | +3.9% | +7.4% | +7.9% |
| 6M | +11.6% | +13.6% | -2.0% | +0.4% |
| YTD | +51.6% | +12.7% | +38.9% | +37.0% |
| 1Y | +36.2% | +17.6% | +18.6% | +18.7% |
| 3Y | +1.7% | +77.3% | -75.6% | -37.4% |
| All | +147.9% | +82.8% | +65.1% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling