-55.3%
OSCX vs VT
+17.0%
-72.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.1% | -9.7% | -11.6% |
| 7D | -18.5% | -0.7% | -17.8% | -16.7% |
| 30D | -16.6% | -1.7% | -14.8% | -11.9% |
| 3M | -62.1% | -2.3% | -59.8% | -57.9% |
| 6M | -50.1% | +1.5% | -51.7% | -52.4% |
| YTD | -7.5% | +12.0% | -19.6% | -40.3% |
| 1Y | -23.9% | +12.9% | -36.7% | -54.7% |
| All | -55.3% | +17.0% | -72.2% | -77.8% |
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 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