+75.5%
OSCR vs VYM
+21.4%
+54.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.7% |
| 7D | +5.8% | 0.0% | +5.9% | +5.9% |
| 30D | +7.1% | -0.5% | +7.7% | +8.3% |
| 3M | +36.7% | +3.0% | +33.6% | +30.2% |
| 6M | +114.3% | +8.2% | +106.1% | +81.8% |
| YTD | +124.4% | +15.8% | +108.6% | +60.3% |
| 1Y | +75.5% | +20.8% | +54.6% | +12.3% |
| All | +75.5% | +21.4% | +54.0% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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