-64.0%
OCCI vs VT
+138.6%
-202.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.4% | +5.5% |
| 7D | -3.2% | -2.3% | -0.9% | -1.1% |
| 30D | -25.1% | -5.0% | -20.1% | -21.9% |
| 3M | -36.4% | -4.9% | -31.6% | -33.7% |
| 6M | -50.6% | -1.5% | -49.0% | -49.8% |
| YTD | -62.4% | +8.5% | -70.9% | -64.4% |
| 1Y | -60.2% | +11.4% | -71.6% | -63.0% |
| 3Y | -55.4% | +70.1% | -125.5% | -69.6% |
| 5Y | -67.8% | +53.7% | -121.6% | -76.6% |
| All | -64.0% | +138.6% | -202.6% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling