+207.2%
OC price history and return analytics
+223.7%
-16.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.2% |
| 7D | +1.1% | +0.4% | +0.8% | +0.7% |
| 30D | +12.0% | -2.6% | +14.6% | +16.0% |
| 3M | -18.6% | -3.2% | -15.3% | -14.9% |
| 6M | +5.7% | +0.9% | +4.8% | +4.8% |
| YTD | +16.6% | +11.3% | +5.3% | +1.6% |
| 1Y | +25.2% | +14.0% | +11.2% | +5.7% |
| 3Y | +10.9% | +75.8% | -65.0% | -46.8% |
| 5Y | +43.1% | +57.8% | -14.7% | -19.3% |
| 10Y | +207.2% | +219.8% | -12.6% | -26.0% |
| All | +207.2% | +223.7% | -16.5% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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