+233.2%
OGC vs VOO
+817.1%
-583.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +64.1% | +20.1% | +44.1% | +47.6% |
| 3Y | +388.3% | +77.6% | +310.8% | +243.6% |
| 5Y | +449.8% | +82.4% | +367.4% | +276.9% |
| 10Y | +216.1% | +316.8% | -100.8% | +30.4% |
| All | +233.2% | +817.1% | -583.9% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling