-90.4%
OCGN vs VT
+53.4%
-143.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.2% | +13.0% | +12.7% |
| 7D | +31.6% | -2.3% | +33.9% | +39.4% |
| 30D | -7.5% | -5.0% | -2.5% | +4.5% |
| 3M | -25.4% | -4.9% | -20.5% | -15.5% |
| 6M | -36.4% | -1.5% | -34.9% | -33.6% |
| YTD | -31.5% | +8.5% | -40.0% | -43.3% |
| 1Y | -33.0% | +11.4% | -44.3% | -47.8% |
| 3Y | +144.7% | +70.1% | +74.6% | -33.1% |
| All | -90.4% | +53.4% | -143.8% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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