+559.3%
OC vs VOO
+817.1%
-257.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.5% |
| 6M | +20.2% | +13.0% | +7.2% | +4.0% |
| YTD | +26.4% | +13.6% | +12.8% | +8.7% |
| 1Y | -6.6% | +20.1% | -26.7% | -25.2% |
| 3Y | +0.1% | +77.6% | -77.4% | -50.1% |
| 5Y | +59.4% | +82.4% | -23.1% | -22.3% |
| 10Y | +193.8% | +316.8% | -123.0% | -46.7% |
| All | +559.3% | +817.1% | -257.8% | -57.4% |
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