+555.0%
OCC vs VOO
+321.7%
+233.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.6% |
| 7D | +8.9% | -2.0% | +10.9% | +10.2% |
| 30D | -10.5% | -1.7% | -8.8% | -9.6% |
| 3M | -47.0% | +4.7% | -51.7% | -48.2% |
| 6M | +78.9% | +12.6% | +66.4% | +68.9% |
| YTD | +220.9% | +11.8% | +209.1% | +204.6% |
| 1Y | +127.4% | +17.5% | +109.8% | +110.7% |
| 3Y | +294.5% | +77.0% | +217.5% | +210.4% |
| 5Y | +294.5% | +82.6% | +211.9% | +205.1% |
| All | +555.0% | +321.7% | +233.3% | +316.5% |
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