-22.3%
OCS vs VOO
+79.7%
-102.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.6% |
| 7D | +4.5% | -0.9% | +5.4% | +5.2% |
| 30D | -3.4% | -2.3% | -1.1% | -1.9% |
| 3M | -40.3% | -1.2% | -39.1% | -39.8% |
| 6M | -76.7% | +3.3% | -80.0% | -77.2% |
| YTD | -61.9% | +12.3% | -74.2% | -64.4% |
| 1Y | -60.8% | +12.5% | -73.3% | -63.4% |
| All | -22.3% | +79.7% | -102.1% | -25.2% |
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 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