-37.0%
OCCI vs VOO
+77.4%
-114.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | +1.2% | -0.8% | +1.9% | +1.7% |
| 30D | +5.1% | -1.1% | +6.2% | +5.9% |
| 3M | -9.8% | +3.9% | -13.7% | -12.0% |
| 6M | -3.5% | +13.6% | -17.1% | -10.9% |
| YTD | -36.9% | +12.7% | -49.6% | -41.5% |
| 1Y | -45.5% | +17.6% | -63.1% | -50.9% |
| 3Y | -37.0% | +77.3% | -114.3% | -57.7% |
| All | -37.0% | +77.4% | -114.4% | -57.7% |
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