-5.8%
OSCR vs VRSN
+54.6%
-60.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | -0.3% |
| 7D | +1.6% | +0.2% | +1.4% | +1.3% |
| 30D | +10.7% | +3.8% | +6.9% | +7.7% |
| 3M | +13.4% | +5.0% | +8.3% | +8.1% |
| 6M | +144.6% | +24.9% | +119.7% | +101.9% |
| YTD | +128.0% | +21.6% | +106.4% | +90.3% |
| 1Y | +68.7% | +2.4% | +66.2% | +60.2% |
| 3Y | +398.8% | +47.3% | +351.4% | +243.5% |
| 5Y | +87.3% | +34.7% | +52.5% | +37.0% |
| All | -5.8% | +54.6% | -60.5% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 all: compounded portfolio wealth divided by compounded VRSN 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…
all analysis · Full analysis span regression · 6 months rolling