+105.1%
OSCR vs VIG
+19.5%
+85.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.1% | +6.5% | +5.2% |
| 7D | +15.5% | +2.7% | +12.7% | +10.8% |
| 30D | +8.5% | +7.0% | +1.5% | -2.1% |
| 3M | +15.8% | +4.0% | +11.8% | +9.3% |
| 6M | +89.5% | +12.3% | +77.2% | +55.6% |
| YTD | +144.9% | +16.4% | +128.5% | +83.3% |
| 1Y | +105.1% | +19.2% | +85.8% | +39.0% |
| All | +105.1% | +19.5% | +85.6% | +39.0% |
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