-58.9%
OSG vs VT
+69.4%
-128.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.5% | +0.5% |
| 7D | +3.8% | -4.2% | +8.0% | +6.0% |
| 30D | +11.3% | -5.8% | +17.1% | +14.5% |
| 3M | -9.5% | -5.2% | -4.3% | -7.2% |
| 6M | +17.4% | +0.1% | +17.2% | +15.3% |
| YTD | -33.9% | +8.2% | -42.2% | -39.3% |
| 1Y | -37.9% | +10.1% | -48.0% | -43.8% |
| All | -58.9% | +69.4% | -128.2% | -70.2% |
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