+480.2%
OGC vs VOO
+78.5%
+401.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | -3.6% | +2.6% | -6.2% | -6.0% |
| 30D | +5.7% | -2.0% | +7.7% | +7.6% |
| 3M | -5.0% | -2.8% | -2.2% | -2.3% |
| 6M | -20.9% | +2.2% | -23.1% | -22.1% |
| YTD | -4.0% | +11.5% | -15.5% | -11.9% |
| 1Y | +7.5% | +13.5% | -6.0% | -2.5% |
| 3Y | +480.2% | +78.1% | +402.2% | +205.6% |
| All | +480.2% | +78.5% | +401.8% | +205.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling