-53.7%
OGN vs VOO
+72.8%
-126.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +0.4% | -0.6% | +1.0% | +0.7% |
| 30D | +0.7% | -3.6% | +4.4% | +3.5% |
| 3M | +2.3% | -2.7% | +5.0% | +4.2% |
| 6M | +4.5% | +2.2% | +2.3% | +1.9% |
| YTD | +95.1% | +10.9% | +84.2% | +78.1% |
| 1Y | +81.9% | +11.3% | +70.6% | +65.6% |
| 3Y | +37.0% | +76.9% | -39.9% | -14.1% |
| 5Y | -53.7% | +73.5% | -127.2% | -71.6% |
| All | -53.7% | +72.8% | -126.5% | -71.6% |
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