+26.6%
OCUL vs VT
+215.5%
-188.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.2% |
| 7D | -5.4% | -2.3% | -3.1% | -1.8% |
| 30D | -8.8% | -5.0% | -3.8% | -1.5% |
| 3M | -24.5% | -4.9% | -19.7% | -18.4% |
| 6M | -32.1% | -1.5% | -30.5% | -30.4% |
| YTD | -45.7% | +8.5% | -54.2% | -51.4% |
| 1Y | -38.0% | +11.4% | -49.3% | -46.7% |
| 3Y | +138.9% | +70.1% | +68.9% | +17.1% |
| 5Y | -5.4% | +53.7% | -59.1% | -45.3% |
| All | +26.6% | +215.5% | -188.9% | -54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling