+27.7%
OXY vs VOO
+812.0%
-784.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.7% |
| 7D | -0.5% | +0.5% | -1.0% | -1.2% |
| 30D | +8.5% | -0.9% | +9.4% | +9.5% |
| 3M | +6.0% | +3.9% | +2.1% | +0.2% |
| 6M | +13.0% | +14.5% | -1.6% | -6.7% |
| YTD | +48.9% | +13.0% | +35.9% | +24.7% |
| 1Y | +36.4% | +19.4% | +17.0% | +6.1% |
| 3Y | -2.3% | +78.9% | -81.2% | -55.7% |
| 5Y | +160.6% | +82.3% | +78.4% | +12.4% |
| 10Y | +2.0% | +314.2% | -312.2% | -82.9% |
| All | +27.7% | +812.0% | -784.3% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling