-65.9%
OCCI vs VT
+11.9%
-77.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.1% |
| 7D | -5.7% | +2.9% | -8.6% | -8.2% |
| 30D | -32.5% | -2.5% | -29.9% | -30.6% |
| 3M | -44.2% | -3.3% | -40.8% | -42.3% |
| 6M | -59.9% | +1.5% | -61.5% | -59.8% |
| YTD | -66.5% | +11.4% | -77.8% | -68.6% |
| 1Y | -65.9% | +11.9% | -77.8% | -68.2% |
| All | -65.9% | +11.9% | -77.8% | -68.2% |
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