-43.7%
OSCX vs VT
+13.3%
-57.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +5.2% | -1.6% | +6.8% | +9.2% |
| 30D | +4.3% | -2.5% | +6.8% | +10.7% |
| 3M | -68.2% | -1.3% | -66.9% | -65.9% |
| 6M | -27.4% | +3.1% | -30.4% | -34.9% |
| YTD | -3.0% | +10.9% | -14.0% | -32.8% |
| All | -43.7% | +13.3% | -57.0% | -65.8% |
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