+570.6%
OCC price history and return analytics
+229.8%
+340.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.8% |
| 7D | +5.6% | -1.1% | +6.7% | +6.3% |
| 30D | -13.4% | -1.0% | -12.5% | -12.9% |
| 3M | -37.5% | +3.2% | -40.7% | -38.4% |
| 6M | +81.4% | +12.5% | +68.9% | +70.8% |
| YTD | +228.5% | +14.1% | +214.5% | +207.9% |
| 1Y | +70.8% | +18.9% | +51.9% | +56.6% |
| 3Y | +294.1% | +74.1% | +220.0% | +205.9% |
| 5Y | +303.9% | +66.9% | +237.0% | +217.7% |
| All | +570.6% | +229.8% | +340.9% | +335.1% |
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 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