+142.9%
OCGN vs VOO
+77.4%
+65.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.8% |
| 7D | -25.0% | -0.8% | -24.2% | -24.0% |
| 30D | -27.1% | -1.1% | -26.1% | -25.8% |
| 3M | -16.4% | +3.9% | -20.3% | -21.1% |
| 6M | -55.7% | +13.6% | -69.3% | -63.4% |
| YTD | -24.4% | +12.7% | -37.2% | -36.8% |
| 1Y | -4.7% | +17.6% | -22.3% | -25.1% |
| 3Y | +142.9% | +77.3% | +65.5% | +7.5% |
| All | +142.9% | +77.4% | +65.5% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling