+563.2%
OC price history and return analytics
+360.7%
+202.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -1.8% |
| 7D | -4.2% | -0.7% | -3.5% | -3.4% |
| 30D | +9.5% | -1.7% | +11.2% | +11.8% |
| 3M | -22.4% | -2.3% | -20.1% | -20.2% |
| 6M | +3.4% | +1.5% | +1.9% | +2.1% |
| YTD | +12.4% | +12.0% | +0.3% | -1.3% |
| 1Y | +22.1% | +12.9% | +9.2% | +6.3% |
| 3Y | +4.7% | +74.9% | -70.3% | -45.3% |
| 5Y | +45.0% | +59.9% | -15.0% | -14.0% |
| 10Y | +185.4% | +224.6% | -39.2% | -21.7% |
| All | +563.2% | +360.7% | +202.5% | +27.8% |
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