+179.0%
OC vs VOO
+314.0%
-135.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.6% | -5.4% |
| 7D | -2.6% | +0.5% | -3.1% | -3.2% |
| 30D | -17.1% | -0.9% | -16.2% | -16.1% |
| 3M | +9.9% | +3.9% | +6.0% | +5.3% |
| 6M | +20.2% | +14.5% | +5.6% | +2.4% |
| YTD | +18.7% | +13.0% | +5.7% | +2.9% |
| 1Y | -14.0% | +19.4% | -33.4% | -30.5% |
| 3Y | -3.4% | +78.9% | -82.3% | -52.0% |
| 5Y | +52.1% | +82.3% | -30.1% | -25.3% |
| 10Y | +179.0% | +314.2% | -135.2% | -47.4% |
| All | +179.0% | +314.0% | -135.0% | -47.4% |
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