+398.8%
OSCR vs VEU
+73.8%
+325.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | -0.5% |
| 7D | +1.6% | -1.4% | +3.0% | +3.1% |
| 30D | +10.7% | -0.4% | +11.1% | +11.1% |
| 3M | +13.4% | +2.5% | +10.8% | +9.5% |
| 6M | +144.6% | +11.1% | +133.4% | +111.6% |
| YTD | +128.0% | +16.5% | +111.5% | +85.3% |
| 1Y | +68.7% | +22.9% | +45.7% | +27.9% |
| 3Y | +398.8% | +73.4% | +325.4% | +114.4% |
| All | +398.8% | +73.8% | +325.0% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling