+145.0%
OSCR vs VEU
+9.7%
+135.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +3.3% |
| 7D | +1.1% | -1.9% | +3.0% | +2.1% |
| 30D | +16.5% | -0.7% | +17.2% | +17.0% |
| 3M | +17.0% | +4.9% | +12.1% | +12.7% |
| 6M | +145.0% | +9.8% | +135.1% | +114.6% |
| All | +145.0% | +9.7% | +135.3% | +114.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling