+124.4%
OGE vs VOO
+321.7%
-197.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -0.6% | -2.0% | +1.3% | +0.6% |
| 30D | +0.6% | -1.7% | +2.2% | +1.6% |
| 3M | -1.4% | +4.7% | -6.1% | -4.3% |
| 6M | -0.4% | +12.6% | -12.9% | -7.7% |
| YTD | +12.1% | +11.8% | +0.4% | +4.1% |
| 1Y | +10.0% | +17.5% | -7.6% | -1.2% |
| 3Y | +52.5% | +77.0% | -24.5% | +2.8% |
| 5Y | +64.4% | +82.6% | -18.2% | +6.5% |
| All | +124.4% | +321.7% | -197.3% | -24.8% |
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