-89.0%
OGI vs VOO
+82.3%
-171.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -2.2% |
| 7D | -5.1% | +0.5% | -5.6% | -5.9% |
| 30D | +13.1% | -0.9% | +14.1% | +14.7% |
| 3M | +4.7% | +3.9% | +0.8% | -1.6% |
| 6M | -23.8% | +14.5% | -38.3% | -38.1% |
| YTD | -33.3% | +13.0% | -46.3% | -44.7% |
| 1Y | -31.7% | +19.4% | -51.1% | -48.2% |
| 3Y | -28.7% | +78.9% | -107.5% | -71.5% |
| 5Y | -89.0% | +82.3% | -171.3% | -95.5% |
| All | -89.0% | +82.3% | -171.3% | -95.5% |
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