-77.9%
OGG vs VOO
+82.3%
-160.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.6% |
| 7D | +1.1% | +0.5% | +0.5% | +0.7% |
| 30D | +2.9% | -0.9% | +3.8% | +3.6% |
| 3M | +16.6% | +3.9% | +12.7% | +13.8% |
| 6M | -33.0% | +14.5% | -47.6% | -38.2% |
| YTD | -17.5% | +13.0% | -30.4% | -23.2% |
| 1Y | -0.3% | +19.4% | -19.8% | -9.9% |
| 3Y | -6.2% | +78.9% | -85.1% | -34.2% |
| 5Y | -77.9% | +82.3% | -160.2% | -86.0% |
| All | -77.9% | +82.3% | -160.3% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling