+4.8%
OGC vs VOO
+11.8%
-7.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.3% |
| 7D | -0.8% | +3.3% | -4.0% | -5.9% |
| 30D | +0.5% | -2.7% | +3.2% | +5.1% |
| 3M | -5.5% | -1.7% | -3.8% | -2.8% |
| 6M | -19.7% | +3.1% | -22.8% | -24.0% |
| YTD | -2.9% | +11.9% | -14.9% | -20.0% |
| 1Y | +4.8% | +12.1% | -7.3% | -13.4% |
| All | +4.8% | +11.8% | -7.0% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling