+563.6%
OCC vs VOO
+817.1%
-253.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.8% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | -11.3% | +0.1% | -11.4% | -11.3% |
| 3M | -2.0% | +2.0% | -4.0% | -2.8% |
| 6M | +114.7% | +13.0% | +101.7% | +102.7% |
| YTD | +211.2% | +13.6% | +197.7% | +193.7% |
| 1Y | +116.4% | +20.1% | +96.3% | +99.0% |
| 3Y | +278.4% | +77.6% | +200.9% | +196.1% |
| 5Y | +285.8% | +82.4% | +203.4% | +196.4% |
| 10Y | +502.2% | +316.8% | +185.3% | +220.6% |
| All | +563.6% | +817.1% | -253.5% | +116.8% |
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