+105.1%
OSCR vs ROIV
+97.8%
+7.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.1% | +2.5% | +7.8% |
| 7D | +15.5% | +3.0% | +12.4% | +15.0% |
| 30D | +8.5% | +6.8% | +1.7% | +7.6% |
| 3M | +15.8% | +10.5% | +5.3% | +14.4% |
| 6M | +89.5% | +34.8% | +54.7% | +82.7% |
| YTD | +144.9% | +76.2% | +68.7% | +131.9% |
| 1Y | +105.1% | +92.4% | +12.7% | +87.1% |
| All | +105.1% | +97.8% | +7.2% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling