+197.9%
OCFC vs VOO
+817.1%
-619.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | +10.2% | +2.0% | +8.2% | +7.8% |
| 6M | +7.1% | +13.0% | -5.9% | -4.8% |
| YTD | +11.7% | +13.6% | -1.9% | -1.2% |
| 1Y | +8.6% | +20.1% | -11.5% | -8.8% |
| 3Y | +29.2% | +77.6% | -48.4% | -23.6% |
| 5Y | +15.3% | +82.4% | -67.2% | -34.2% |
| 10Y | +41.2% | +316.8% | -275.7% | -62.0% |
| All | +197.9% | +817.1% | -619.2% | -71.5% |
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