+58.4%
OSCR vs VT
+20.4%
+38.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.0% |
| 7D | +4.7% | -0.1% | +4.9% | +5.0% |
| 30D | +14.8% | -0.7% | +15.5% | +15.9% |
| 3M | +16.7% | +4.0% | +12.7% | +10.0% |
| 6M | +127.5% | +12.3% | +115.2% | +82.1% |
| YTD | +121.0% | +14.0% | +107.0% | +70.1% |
| 1Y | +58.4% | +20.3% | +38.1% | +7.8% |
| All | +58.4% | +20.4% | +38.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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