+470.2%
OSCR vs VLTO
+25.1%
+445.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -2.9% | -3.4% |
| 7D | +4.7% | -2.6% | +7.3% | +6.0% |
| 30D | +14.8% | -2.5% | +17.2% | +16.1% |
| 3M | +16.7% | +10.1% | +6.6% | +10.9% |
| 6M | +127.5% | +1.0% | +126.5% | +125.5% |
| YTD | +121.0% | -4.8% | +125.8% | +125.1% |
| 1Y | +58.4% | -9.3% | +67.7% | +64.8% |
| All | +470.2% | +25.1% | +445.1% | +359.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling