+30.4%
OCC vs VT
+13.0%
+17.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.6% | +10.0% | +6.2% |
| 7D | -8.5% | +0.4% | -8.9% | -7.6% |
| 30D | -32.9% | -2.6% | -30.3% | -27.1% |
| 3M | -34.8% | -3.2% | -31.5% | -28.1% |
| 6M | +2.5% | +0.9% | +1.6% | +6.9% |
| YTD | +138.2% | +11.3% | +126.9% | +109.8% |
| All | +30.4% | +13.0% | +17.4% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling