+43.2%
OCC vs VOO
+14.7%
+28.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.6% | -8.0% | -9.8% |
| 7D | -11.2% | -0.7% | -10.5% | -9.7% |
| 30D | -34.0% | -1.1% | -33.0% | -32.1% |
| 3M | -30.5% | -0.3% | -30.1% | -29.5% |
| 6M | +3.2% | +7.4% | -4.1% | -7.4% |
| YTD | +151.9% | +13.4% | +138.6% | +106.4% |
| 1Y | +43.2% | +14.8% | +28.4% | +14.1% |
| All | +43.2% | +14.7% | +28.5% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling