+257.5%
OGC vs VOO
+317.9%
-60.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +1.9% | +2.7% |
| 7D | +19.8% | +0.1% | +19.7% | +19.5% |
| 30D | +5.6% | -3.3% | +8.9% | +7.9% |
| 3M | +4.0% | -2.4% | +6.4% | +5.8% |
| 6M | -8.1% | +2.6% | -10.7% | -9.2% |
| YTD | +3.9% | +11.3% | -7.4% | -2.1% |
| 1Y | +25.2% | +13.4% | +11.7% | +16.8% |
| 3Y | +494.2% | +80.3% | +413.9% | +318.4% |
| 5Y | +391.9% | +72.7% | +319.2% | +249.9% |
| 10Y | +257.5% | +310.0% | -52.6% | +97.5% |
| All | +257.5% | +317.9% | -60.4% | +97.5% |
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