-9.9%
OCUL price history and return analytics
+58.5%
-68.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -4.7% |
| 7D | -2.3% | +2.9% | -5.2% | -6.7% |
| 30D | -13.3% | -2.5% | -10.7% | -9.1% |
| 3M | -38.6% | -3.3% | -35.3% | -34.7% |
| 6M | -31.4% | +1.5% | -33.0% | -33.0% |
| YTD | -48.3% | +11.4% | -59.6% | -56.7% |
| 1Y | -45.3% | +11.9% | -57.3% | -54.8% |
| 3Y | +198.3% | +73.9% | +124.5% | +19.9% |
| 5Y | -9.9% | +57.9% | -67.8% | -54.7% |
| All | -9.9% | +58.5% | -68.4% | -54.7% |
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