+18.0%
OCS vs VOO
+81.6%
-63.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.5% |
| 7D | -4.6% | -0.4% | -4.2% | -4.4% |
| 30D | -10.1% | -1.4% | -8.7% | -9.7% |
| 3M | +4.5% | +3.7% | +0.7% | +3.3% |
| 6M | -58.2% | +13.0% | -71.2% | -59.8% |
| YTD | -42.6% | +12.4% | -55.0% | -44.7% |
| 1Y | -33.3% | +18.6% | -51.9% | -36.7% |
| 3Y | -11.8% | +78.1% | -89.8% | -22.8% |
| 5Y | +18.0% | +82.3% | -64.3% | +2.5% |
| All | +18.0% | +81.6% | -63.6% | +2.5% |
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 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