-100.0%
OCG vs VOO
+124.3%
-224.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.8% |
| 7D | +5.2% | +3.3% | +1.9% | +2.0% |
| 30D | 0.0% | -2.7% | +2.7% | +2.5% |
| 3M | -2.4% | -1.7% | -0.7% | -0.6% |
| 6M | -12.9% | +3.1% | -16.0% | -15.4% |
| YTD | -97.3% | +11.9% | -109.2% | -97.6% |
| 1Y | -99.9% | +12.1% | -112.0% | -99.9% |
| 3Y | -99.8% | +78.6% | -178.4% | -99.9% |
| 5Y | -100.0% | +73.8% | -173.8% | -100.0% |
| All | -100.0% | +124.3% | -224.3% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling