+46.3%
OCUL price history and return analytics
+229.8%
-183.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.5% |
| 7D | -1.4% | -1.1% | -0.3% | +0.1% |
| 30D | +2.5% | -1.0% | +3.5% | +3.9% |
| 3M | +20.6% | +3.2% | +17.4% | +15.0% |
| 6M | +10.4% | +12.5% | -2.1% | -6.7% |
| YTD | -13.6% | +14.1% | -27.7% | -28.6% |
| 1Y | -17.9% | +18.9% | -36.8% | -36.3% |
| 3Y | +170.4% | +74.1% | +96.3% | +27.3% |
| 5Y | -3.5% | +66.9% | -70.4% | -50.5% |
| All | +46.3% | +229.8% | -183.5% | -62.3% |
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