+25.5%
OCS vs VOO
+99.5%
-74.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +2.9% | +2.0% | +0.9% | +2.2% |
| 6M | -56.1% | +13.0% | -69.1% | -57.8% |
| YTD | -39.1% | +13.6% | -52.6% | -41.5% |
| 1Y | -29.1% | +20.1% | -49.2% | -32.9% |
| 3Y | -4.7% | +77.6% | -82.3% | -16.6% |
| 5Y | +25.9% | +82.4% | -56.6% | +9.1% |
| All | +25.5% | +99.5% | -74.0% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling