+80.5%
OSCR vs VT
+65.7%
+14.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -2.7% |
| 7D | +4.7% | -0.1% | +4.9% | +5.0% |
| 30D | +14.8% | -0.7% | +15.5% | +16.2% |
| 3M | +16.7% | +4.0% | +12.7% | +8.5% |
| 6M | +127.5% | +12.3% | +115.2% | +84.4% |
| YTD | +121.0% | +14.0% | +107.0% | +74.7% |
| 1Y | +58.4% | +20.3% | +38.1% | +14.4% |
| 3Y | +392.4% | +75.4% | +317.0% | +75.4% |
| 5Y | +80.5% | +66.0% | +14.5% | -24.9% |
| All | +80.5% | +65.7% | +14.8% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling