-49.1%
OGN vs VOO
+100.8%
-149.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +1.7% | +0.1% | +1.6% | +1.6% |
| 3M | +3.0% | +2.0% | +1.0% | +1.0% |
| 6M | +101.2% | +13.0% | +88.1% | +81.8% |
| YTD | +93.2% | +13.6% | +79.7% | +73.8% |
| 1Y | +43.5% | +20.1% | +23.4% | +23.0% |
| 3Y | -30.1% | +77.6% | -107.7% | -56.1% |
| 5Y | -52.8% | +82.4% | -135.3% | -71.9% |
| All | -49.1% | +100.8% | -149.9% | -68.2% |
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