-48.6%
OGN vs VOO
+97.1%
-145.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +0.4% | +2.6% | -2.2% | -1.7% |
| 30D | +1.3% | -2.0% | +3.3% | +2.7% |
| 3M | +1.6% | -2.8% | +4.4% | +3.5% |
| 6M | +4.5% | +2.2% | +2.3% | +2.0% |
| YTD | +95.2% | +11.5% | +83.7% | +77.5% |
| 1Y | +84.2% | +13.5% | +70.7% | +65.2% |
| 3Y | +38.3% | +78.1% | -39.8% | -13.7% |
| 5Y | -49.7% | +73.1% | -122.8% | -68.7% |
| All | -48.6% | +97.1% | -145.7% | -67.5% |
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 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