-98.9%
OGG vs VOO
+817.1%
-915.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.8% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | +7.8% | +0.1% | +7.7% | +7.7% |
| 3M | +8.6% | +2.0% | +6.6% | +9.1% |
| 6M | -34.8% | +13.0% | -47.8% | -32.3% |
| YTD | -16.6% | +13.6% | -30.2% | -13.4% |
| 1Y | +5.8% | +20.1% | -14.3% | +12.1% |
| 3Y | -10.2% | +77.6% | -87.7% | +11.9% |
| 5Y | -78.3% | +82.4% | -160.7% | -73.1% |
| 10Y | -84.9% | +316.8% | -401.7% | -98.7% |
| All | -98.9% | +817.1% | -915.9% | -99.9% |
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