+269.3%
OCC vs VOO
+77.0%
+192.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | +4.4% | -0.4% | +4.8% | +4.8% |
| 30D | -10.9% | -1.4% | -9.5% | -9.3% |
| 3M | -34.8% | +3.7% | -38.5% | -37.7% |
| 6M | +124.2% | +13.0% | +111.2% | +96.5% |
| YTD | +207.9% | +12.4% | +195.4% | +172.7% |
| 1Y | +133.4% | +18.6% | +114.8% | +96.1% |
| All | +269.3% | +77.0% | +192.3% | +181.4% |
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 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