+138.9%
OCUL vs VT
+69.7%
+69.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.2% |
| 7D | -5.4% | -2.3% | -3.1% | -1.3% |
| 30D | -8.8% | -5.0% | -3.8% | -0.6% |
| 3M | -24.5% | -4.9% | -19.7% | -17.6% |
| 6M | -32.1% | -1.5% | -30.5% | -30.2% |
| YTD | -45.7% | +8.5% | -54.2% | -52.8% |
| 1Y | -38.0% | +11.4% | -49.3% | -48.8% |
| 3Y | +138.9% | +70.1% | +68.9% | -10.5% |
| All | +138.9% | +69.7% | +69.2% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling