+276.4%
OCC price history and return analytics
+65.7%
+210.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +4.4% | -0.1% | +4.6% | +4.5% |
| 30D | -10.9% | -0.7% | -10.2% | -10.3% |
| 3M | -34.8% | +4.0% | -38.8% | -36.8% |
| 6M | +124.2% | +12.3% | +111.9% | +107.0% |
| YTD | +207.9% | +14.0% | +193.8% | +182.2% |
| 1Y | +133.4% | +20.3% | +113.1% | +106.7% |
| 3Y | +278.5% | +75.4% | +203.0% | +184.2% |
| 5Y | +276.4% | +66.0% | +210.4% | +202.7% |
| All | +276.4% | +65.7% | +210.7% | +202.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling