-28.7%
OGI vs VOO
+79.1%
-107.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -2.3% |
| 7D | -5.1% | +0.5% | -5.6% | -5.8% |
| 30D | +13.1% | -0.9% | +14.1% | +14.5% |
| 3M | +4.7% | +3.9% | +0.8% | -1.1% |
| 6M | -23.8% | +14.5% | -38.3% | -37.2% |
| YTD | -33.3% | +13.0% | -46.3% | -44.0% |
| 1Y | -31.7% | +19.4% | -51.1% | -47.3% |
| 3Y | -28.7% | +78.9% | -107.5% | -76.3% |
| All | -28.7% | +79.1% | -107.8% | -76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling