+180.2%
OCFC vs VOO
+795.4%
-615.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | -0.3% | -0.6% | +0.3% | +0.2% |
| 30D | +13.7% | -3.6% | +17.3% | +17.5% |
| 3M | -3.8% | -2.7% | -1.1% | -1.5% |
| 6M | -1.7% | +2.2% | -4.0% | -4.3% |
| YTD | +5.1% | +10.9% | -5.8% | -5.1% |
| 1Y | +4.8% | +11.3% | -6.5% | -5.7% |
| 3Y | +57.2% | +76.9% | -19.7% | -6.9% |
| 5Y | +1.8% | +73.5% | -71.7% | -39.2% |
| 10Y | +19.3% | +307.7% | -288.4% | -67.2% |
| All | +180.2% | +795.4% | -615.2% | -72.6% |
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