+37.1%
OCFC price history and return analytics
+221.4%
-184.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | +2.2% | +1.0% | +1.2% | +1.2% |
| 30D | -1.5% | -0.2% | -1.2% | -1.2% |
| 3M | +6.4% | +4.5% | +1.9% | +1.4% |
| 6M | +7.1% | +14.1% | -6.9% | -6.8% |
| YTD | +8.9% | +14.8% | -5.9% | -6.0% |
| 1Y | +8.2% | +21.2% | -13.0% | -11.7% |
| 3Y | +30.3% | +76.6% | -46.3% | -26.1% |
| 5Y | +12.6% | +66.6% | -54.0% | -32.6% |
| 10Y | +37.1% | +222.3% | -185.2% | -55.0% |
| All | +37.1% | +221.4% | -184.3% | -55.0% |
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