-17.9%
OCUL vs VOO
+18.2%
-36.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | +2.5% | -1.1% | +3.6% | +3.6% |
| 3M | +20.6% | +3.9% | +16.7% | +15.3% |
| 6M | +10.4% | +13.6% | -3.2% | -6.9% |
| YTD | -13.6% | +12.7% | -26.3% | -26.7% |
| 1Y | -17.9% | +17.6% | -35.4% | -29.2% |
| All | -17.9% | +18.2% | -36.0% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling