+16.8%
OGE vs VOO
+13.0%
+3.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.3% |
| 7D | +0.9% | -0.9% | +1.8% | +0.9% |
| 30D | +9.1% | -2.3% | +11.5% | +9.0% |
| 3M | +11.3% | -1.2% | +12.5% | +11.2% |
| 6M | +9.7% | +3.3% | +6.4% | +9.8% |
| YTD | +24.1% | +12.3% | +11.8% | +22.6% |
| 1Y | +16.8% | +12.5% | +4.3% | +15.2% |
| All | +16.8% | +13.0% | +3.8% | +15.2% |
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