-87.7%
OCGN vs VOO
+82.8%
-170.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -2.2% |
| 7D | -25.0% | -0.8% | -24.2% | -23.6% |
| 30D | -27.1% | -1.1% | -26.1% | -25.3% |
| 3M | -16.4% | +3.9% | -20.3% | -22.8% |
| 6M | -55.7% | +13.6% | -69.3% | -65.9% |
| YTD | -24.4% | +12.7% | -37.2% | -41.0% |
| 1Y | -4.7% | +17.6% | -22.3% | -31.7% |
| 3Y | +142.9% | +77.3% | +65.5% | -31.6% |
| All | -87.7% | +82.8% | -170.5% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling