+507.9%
OC vs VOO
+798.5%
-290.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | +1.8% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | +12.0% | -3.3% | +15.4% | +16.7% |
| 3M | -18.6% | -2.4% | -16.2% | -16.2% |
| 6M | +5.7% | +2.6% | +3.1% | +2.8% |
| YTD | +16.6% | +11.3% | +5.3% | +2.7% |
| 1Y | +25.2% | +13.4% | +11.8% | +7.7% |
| 3Y | +10.9% | +80.3% | -69.4% | -45.9% |
| 5Y | +43.1% | +72.7% | -29.6% | -25.4% |
| 10Y | +207.2% | +310.0% | -102.9% | -43.3% |
| All | +507.9% | +798.5% | -290.6% | -59.8% |
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