+190.4%
OC vs VOO
+306.9%
-116.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -2.8% |
| 7D | +4.4% | -0.6% | +5.0% | +5.2% |
| 30D | +8.5% | -3.6% | +12.1% | +13.5% |
| 3M | -19.5% | -2.7% | -16.8% | -16.8% |
| 6M | +2.3% | +2.2% | +0.1% | -0.1% |
| YTD | +12.9% | +10.9% | +2.0% | -0.1% |
| 1Y | +22.2% | +11.3% | +10.9% | +7.7% |
| 3Y | +5.1% | +76.9% | -71.8% | -47.2% |
| 5Y | +44.0% | +73.5% | -29.5% | -25.0% |
| 10Y | +190.4% | +307.7% | -117.3% | -44.4% |
| All | +190.4% | +306.9% | -116.5% | -44.4% |
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 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