+68.7%
OSCR vs ROIV
+195.2%
-126.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +1.6% | +16.9% | -15.2% | +0.2% |
| 30D | +10.7% | +12.9% | -2.2% | +9.4% |
| 3M | +13.4% | +37.3% | -24.0% | +9.7% |
| 6M | +144.6% | +38.0% | +106.6% | +135.9% |
| YTD | +128.0% | +88.1% | +39.9% | +116.0% |
| 1Y | +68.7% | +183.3% | -114.6% | +56.6% |
| All | +68.7% | +195.2% | -126.5% | +56.6% |
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