+93.1%
OCFC price history and return analytics
+346.0%
-252.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.4% |
| 7D | +1.1% | -2.3% | +3.4% | +3.3% |
| 30D | +10.1% | -5.0% | +15.1% | +15.5% |
| 3M | -6.2% | -4.9% | -1.3% | -1.7% |
| 6M | -3.8% | -1.5% | -2.2% | -3.0% |
| YTD | +4.2% | +8.5% | -4.2% | -4.5% |
| 1Y | +3.1% | +11.4% | -8.3% | -7.9% |
| 3Y | +45.5% | +70.1% | -24.6% | -12.3% |
| 5Y | +1.5% | +53.7% | -52.3% | -33.1% |
| 10Y | +26.9% | +220.0% | -193.0% | -57.4% |
| All | +93.1% | +346.0% | -252.9% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling