+261.7%
OGC price history and return analytics
+222.7%
+39.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -0.8% | +2.9% | -3.7% | -3.1% |
| 30D | +0.5% | -2.5% | +3.0% | +2.7% |
| 3M | -5.5% | -3.3% | -2.2% | -2.5% |
| 6M | -19.7% | +1.5% | -21.2% | -20.0% |
| YTD | -2.9% | +11.4% | -14.3% | -9.7% |
| 1Y | +4.8% | +11.9% | -7.1% | -2.8% |
| 3Y | +468.8% | +73.9% | +394.9% | +276.2% |
| 5Y | +320.7% | +57.9% | +262.8% | +194.2% |
| All | +261.7% | +222.7% | +39.0% | +47.4% |
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