+182.7%
OCFC vs VOO
+806.9%
-624.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.3% |
| 7D | -3.0% | -0.9% | -2.1% | -2.2% |
| 30D | +14.3% | -2.3% | +16.7% | +16.7% |
| 3M | -3.3% | -1.2% | -2.2% | -2.5% |
| 6M | +1.8% | +3.3% | -1.6% | -1.8% |
| YTD | +6.0% | +12.3% | -6.3% | -5.4% |
| 1Y | +4.5% | +12.5% | -8.0% | -6.9% |
| 3Y | +58.6% | +79.2% | -20.6% | -7.1% |
| 5Y | +2.3% | +75.7% | -73.4% | -39.6% |
| 10Y | +15.9% | +313.7% | -297.8% | -68.6% |
| All | +182.7% | +806.9% | -624.2% | -72.7% |
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 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