+75.5%
OSCR vs VIG
+16.9%
+58.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.9% |
| 7D | +5.8% | -0.4% | +6.3% | +6.7% |
| 30D | +7.1% | -1.0% | +8.1% | +9.1% |
| 3M | +36.7% | +2.8% | +33.9% | +29.8% |
| 6M | +114.3% | +8.2% | +106.1% | +80.3% |
| YTD | +124.4% | +11.0% | +113.4% | +76.7% |
| 1Y | +75.5% | +16.1% | +59.3% | +31.2% |
| All | +75.5% | +16.9% | +58.6% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling