+155.1%
OSCR vs ROIV
+380.3%
-225.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.6% |
| 7D | +1.3% | +1.7% | -0.4% | +1.0% |
| 30D | -9.5% | +17.6% | -27.1% | -12.2% |
| 3M | +0.9% | +9.0% | -8.1% | -1.1% |
| 6M | +31.5% | +35.3% | -3.8% | +23.2% |
| YTD | +116.1% | +82.2% | +33.9% | +90.7% |
| 1Y | +122.6% | +92.3% | +30.3% | +94.5% |
| 3Y | +356.6% | +336.8% | +19.8% | +238.5% |
| All | +155.1% | +380.3% | -225.2% | +49.8% |
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