+51.3%
OSCX vs VT
+20.4%
+30.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +1.0% | +11.2% | +9.5% |
| 7D | +13.0% | +0.1% | +12.9% | +12.9% |
| 30D | +4.7% | +0.8% | +3.9% | +3.2% |
| 3M | +103.4% | +2.8% | +100.6% | +86.3% |
| 6M | +282.8% | +13.0% | +269.8% | +145.5% |
| YTD | +212.8% | +15.4% | +197.5% | +79.4% |
| All | +51.3% | +20.4% | +30.9% | -33.3% |
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