+296.2%
OCC vs VOO
+82.8%
+213.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.7% |
| 7D | +5.6% | -0.8% | +6.3% | +6.2% |
| 30D | -13.4% | -1.1% | -12.4% | -12.7% |
| 3M | -37.5% | +3.9% | -41.4% | -39.1% |
| 6M | +81.4% | +13.6% | +67.8% | +65.9% |
| YTD | +228.5% | +12.7% | +215.8% | +203.2% |
| 1Y | +70.8% | +17.6% | +53.2% | +53.2% |
| 3Y | +294.1% | +77.3% | +216.7% | +195.1% |
| All | +296.2% | +82.8% | +213.4% | +203.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling