-61.5%
OSG vs VT
+75.0%
-136.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +7.1% | +0.4% | +6.7% | +6.9% |
| 30D | -12.5% | +1.0% | -13.5% | -13.0% |
| 3M | -8.1% | +2.4% | -10.5% | -9.6% |
| 6M | -11.3% | +12.0% | -23.3% | -18.6% |
| YTD | -36.1% | +15.3% | -51.5% | -43.1% |
| 1Y | -45.9% | +22.6% | -68.5% | -54.4% |
| All | -61.5% | +75.0% | -136.5% | -74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling