-7.3%
OSCR vs ROIV
+244.1%
-251.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | +5.8% | +0.6% | +5.2% | +5.7% |
| 30D | +7.1% | +1.0% | +6.2% | +6.8% |
| 3M | +36.7% | +18.3% | +18.4% | +32.4% |
| 6M | +114.3% | +18.3% | +96.0% | +107.0% |
| YTD | +124.4% | +61.0% | +63.5% | +104.8% |
| 1Y | +75.5% | +177.9% | -102.4% | +45.4% |
| 3Y | +390.1% | +199.1% | +191.1% | +292.7% |
| 5Y | +77.1% | +250.7% | -173.6% | +15.2% |
| All | -7.3% | +244.1% | -251.5% | -39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling