+2.7%
OC vs VOO
+80.9%
-78.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -9.0% | +0.1% | -9.1% | -9.1% |
| 3M | +15.9% | +2.0% | +13.9% | +13.1% |
| 6M | +20.2% | +13.0% | +7.2% | +3.1% |
| YTD | +26.4% | +13.6% | +12.8% | +7.7% |
| 1Y | -6.6% | +20.1% | -26.7% | -26.1% |
| All | +2.7% | +80.9% | -78.1% | -52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling