-99.5%
OCGN vs VOO
+325.3%
-424.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.6% |
| 7D | -25.0% | -0.8% | -24.2% | -24.1% |
| 30D | -27.1% | -1.1% | -26.1% | -25.9% |
| 3M | -16.4% | +3.9% | -20.3% | -20.5% |
| 6M | -55.7% | +13.6% | -69.3% | -62.4% |
| YTD | -24.4% | +12.7% | -37.2% | -35.2% |
| 1Y | -4.7% | +17.6% | -22.3% | -22.5% |
| 3Y | +142.9% | +77.3% | +65.5% | +18.7% |
| 5Y | -85.7% | +84.1% | -169.9% | -92.8% |
| All | -99.5% | +325.3% | -424.8% | -99.9% |
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