+600.2%
OC price history and return analytics
+371.8%
+228.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.5% |
| 7D | -2.6% | +1.0% | -3.6% | -3.8% |
| 30D | -17.1% | -0.2% | -16.9% | -16.8% |
| 3M | +9.9% | +4.5% | +5.3% | +4.6% |
| 6M | +20.2% | +14.1% | +6.1% | +3.2% |
| YTD | +18.7% | +14.8% | +3.9% | +1.3% |
| 1Y | -14.0% | +21.2% | -35.2% | -31.3% |
| 3Y | -3.4% | +76.6% | -80.0% | -50.0% |
| 5Y | +52.1% | +66.6% | -14.5% | -13.9% |
| 10Y | +179.0% | +222.3% | -43.3% | -23.0% |
| All | +600.2% | +371.8% | +228.4% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling