-39.5%
OCCI price history and return analytics
+150.9%
-190.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | +1.2% | -1.1% | +2.3% | +1.9% |
| 30D | +5.1% | -1.0% | +6.1% | +5.9% |
| 3M | -9.8% | +3.2% | -13.0% | -11.9% |
| 6M | -3.5% | +12.5% | -16.0% | -11.2% |
| YTD | -36.9% | +14.1% | -50.9% | -42.6% |
| 1Y | -45.5% | +18.9% | -64.4% | -52.0% |
| 3Y | -37.0% | +74.1% | -111.1% | -57.9% |
| 5Y | -46.5% | +66.9% | -113.3% | -63.6% |
| All | -39.5% | +150.9% | -190.4% | -71.3% |
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