-58.0%
OSCX vs VT
+15.9%
-73.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -3.8% |
| 7D | +1.2% | +2.4% | -1.1% | -5.1% |
| 30D | -22.7% | -1.5% | -21.2% | -18.7% |
| 3M | -70.4% | -4.1% | -66.3% | -65.4% |
| 6M | -59.1% | +0.6% | -59.6% | -59.7% |
| YTD | -13.2% | +11.0% | -24.2% | -42.6% |
| 1Y | -17.9% | +13.3% | -31.2% | -53.0% |
| All | -58.0% | +15.9% | -73.9% | -78.6% |
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