-85.2%
OGG vs VOO
+315.3%
-400.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -1.2% |
| 7D | -1.7% | -0.4% | -1.4% | -1.8% |
| 30D | +4.4% | -1.4% | +5.8% | +3.9% |
| 3M | +16.8% | +3.7% | +13.1% | +18.2% |
| 6M | -32.9% | +13.0% | -46.0% | -30.4% |
| YTD | -18.3% | +12.4% | -30.8% | -15.2% |
| 1Y | -7.5% | +18.6% | -26.1% | -1.9% |
| 3Y | -7.2% | +78.1% | -85.2% | +17.9% |
| 5Y | -78.2% | +82.3% | -160.4% | -71.1% |
| 10Y | -85.2% | +322.5% | -407.7% | -100.0% |
| All | -85.2% | +315.3% | -400.5% | -100.0% |
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