+144.6%
OSCR vs VICR
+14.4%
+130.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.2% | -10.6% | +0.7% |
| 7D | +1.6% | +5.0% | -3.4% | +1.7% |
| 30D | +10.7% | -12.5% | +23.1% | +10.5% |
| 3M | +13.4% | -33.6% | +47.0% | +11.8% |
| 6M | +144.6% | +10.7% | +133.9% | +99.0% |
| All | +144.6% | +14.4% | +130.2% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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