-52.2%
OCUL price history and return analytics
+222.2%
-274.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -4.9% |
| 7D | -2.3% | +2.9% | -5.2% | -6.0% |
| 30D | -13.3% | -2.5% | -10.7% | -9.7% |
| 3M | -38.6% | -3.3% | -35.3% | -35.2% |
| 6M | -31.4% | +1.5% | -33.0% | -32.6% |
| YTD | -48.3% | +11.4% | -59.6% | -55.2% |
| 1Y | -45.3% | +11.9% | -57.3% | -53.1% |
| 3Y | +198.3% | +73.9% | +124.5% | +45.6% |
| 5Y | -9.9% | +57.9% | -67.8% | -48.5% |
| 10Y | -8.6% | +222.6% | -231.2% | -76.1% |
| All | -52.2% | +222.2% | -274.5% | -87.1% |
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