-39.3%
OCCI vs VOO
+197.4%
-236.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +2.7% | -0.4% | +3.1% | +3.0% |
| 30D | +9.0% | -1.4% | +10.4% | +9.9% |
| 3M | -12.3% | +3.7% | -16.1% | -14.3% |
| 6M | +3.8% | +13.0% | -9.3% | -3.7% |
| YTD | -36.6% | +12.4% | -49.1% | -41.1% |
| 1Y | -42.9% | +18.6% | -61.5% | -48.7% |
| 3Y | -35.6% | +78.1% | -113.7% | -55.3% |
| 5Y | -45.1% | +82.3% | -127.3% | -63.0% |
| All | -39.3% | +197.4% | -236.7% | -70.4% |
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