-14.3%
OSCX vs VT
+12.5%
-26.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.5% | +7.4% | +8.2% |
| 7D | +4.3% | -0.1% | +4.4% | +5.9% |
| 30D | -5.3% | -3.1% | -2.3% | +3.8% |
| 3M | -58.0% | -3.5% | -54.5% | -51.6% |
| 6M | -41.9% | +0.5% | -42.4% | -42.9% |
| YTD | +1.1% | +10.8% | -9.7% | -36.2% |
| 1Y | -14.3% | +11.9% | -26.2% | -49.1% |
| All | -14.3% | +12.5% | -26.8% | -49.1% |
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