+86.2%
OSCR vs ROIV
+310.6%
-224.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +2.9% |
| 7D | +1.1% | +19.0% | -17.9% | -2.0% |
| 30D | +16.5% | +16.1% | +0.3% | +13.3% |
| 3M | +17.0% | +44.1% | -27.1% | +9.5% |
| 6M | +145.0% | +37.8% | +107.1% | +130.3% |
| YTD | +126.7% | +88.7% | +38.1% | +101.2% |
| 1Y | +67.2% | +197.3% | -130.1% | +36.9% |
| 3Y | +405.1% | +224.9% | +180.2% | +298.6% |
| 5Y | +86.2% | +311.0% | -224.9% | +16.4% |
| All | +86.2% | +310.6% | -224.5% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling