+234.2%
OGC vs VOO
+817.1%
-582.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | +14.3% | +0.1% | +14.3% | +14.4% |
| 3M | +8.6% | +2.0% | +6.5% | +7.6% |
| 6M | -19.9% | +13.0% | -32.9% | -25.4% |
| YTD | +9.1% | +13.6% | -4.5% | +1.4% |
| 1Y | +64.3% | +20.1% | +44.3% | +47.8% |
| 3Y | +389.8% | +77.6% | +312.3% | +244.7% |
| 5Y | +451.5% | +82.4% | +369.1% | +278.0% |
| 10Y | +217.0% | +316.8% | -99.8% | +30.8% |
| All | +234.2% | +817.1% | -582.9% | -40.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling