+279.7%
OCC vs VT
+222.7%
+57.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.4% |
| 7D | +22.9% | +2.9% | +20.0% | +20.8% |
| 30D | -28.3% | -2.5% | -25.8% | -26.3% |
| 3M | -34.8% | -3.3% | -31.5% | -32.7% |
| 6M | -1.9% | +1.5% | -3.4% | -1.0% |
| YTD | +147.4% | +11.4% | +136.1% | +137.7% |
| 1Y | +39.9% | +11.9% | +28.0% | +34.0% |
| 3Y | +333.5% | +73.9% | +259.6% | +240.5% |
| 5Y | +178.7% | +57.9% | +120.8% | +127.1% |
| All | +279.7% | +222.7% | +57.0% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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