+278.5%
OCC price history and return analytics
+76.6%
+201.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.4% |
| 7D | +4.3% | +1.0% | +3.3% | +2.9% |
| 30D | -15.7% | -0.2% | -15.5% | -15.4% |
| 3M | -27.9% | +4.5% | -32.4% | -31.9% |
| 6M | +126.4% | +14.1% | +112.4% | +95.8% |
| YTD | +207.9% | +14.8% | +193.1% | +166.1% |
| 1Y | +115.7% | +21.2% | +94.6% | +76.5% |
| 3Y | +278.5% | +76.6% | +201.9% | +180.9% |
| All | +278.5% | +76.6% | +201.8% | +180.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling