-99.8%
OCGN vs VT
+238.5%
-338.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | +3.0% | +0.4% | +2.6% | +2.4% |
| 30D | +6.3% | +1.0% | +5.3% | +4.9% |
| 3M | -0.7% | +2.4% | -3.1% | -4.0% |
| 6M | -30.6% | +12.0% | -42.6% | -41.0% |
| YTD | +0.7% | +15.3% | -14.6% | -18.0% |
| 1Y | +32.0% | +22.6% | +9.5% | -1.2% |
| 3Y | +216.3% | +74.7% | +141.6% | +48.1% |
| 5Y | -81.7% | +66.1% | -147.8% | -90.0% |
| 10Y | -99.3% | +225.0% | -324.3% | -99.8% |
| All | -99.8% | +238.5% | -338.3% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling