-100.0%
OCG vs VOO
+127.6%
-227.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.6% |
| 7D | +6.8% | +0.1% | +6.7% | +6.7% |
| 30D | +4.2% | +0.1% | +4.2% | +4.2% |
| 3M | -5.5% | +2.0% | -7.5% | -7.3% |
| 6M | -14.4% | +13.0% | -27.5% | -23.6% |
| YTD | -97.1% | +13.6% | -110.7% | -97.5% |
| 1Y | -99.9% | +20.1% | -120.0% | -99.9% |
| 3Y | -99.9% | +77.6% | -177.5% | -99.9% |
| 5Y | -100.0% | +82.4% | -182.4% | -100.0% |
| All | -100.0% | +127.6% | -227.6% | -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 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