+188.0%
OGC vs VOO
+314.0%
-126.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.8% |
| 7D | +7.7% | +0.5% | +7.2% | +7.4% |
| 30D | +8.0% | -0.9% | +8.9% | +8.8% |
| 3M | +16.1% | +3.9% | +12.2% | +13.6% |
| 6M | -20.4% | +14.5% | -35.0% | -26.5% |
| YTD | +7.9% | +13.0% | -5.1% | +0.6% |
| 1Y | +54.2% | +19.4% | +34.8% | +39.3% |
| 3Y | +380.5% | +78.9% | +301.6% | +238.9% |
| 5Y | +476.6% | +82.3% | +394.3% | +297.1% |
| 10Y | +188.0% | +314.2% | -126.3% | +41.3% |
| All | +188.0% | +314.0% | -126.1% | +41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling