+80.9%
OSBC vs VT
+75.0%
+6.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.9% | +0.4% | +1.5% | +1.5% |
| 30D | -0.7% | +1.0% | -1.6% | -1.5% |
| 3M | +20.4% | +2.4% | +18.0% | +17.6% |
| 6M | +29.1% | +12.0% | +17.1% | +16.3% |
| YTD | +33.2% | +15.3% | +17.8% | +16.5% |
| 1Y | +39.0% | +22.6% | +16.4% | +14.5% |
| All | +80.9% | +75.0% | +6.0% | +2.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling