-71.5%
OSG vs VT
+53.4%
-124.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.1% |
| 7D | -1.0% | -2.3% | +1.3% | +0.5% |
| 30D | +8.0% | -5.0% | +13.0% | +11.6% |
| 3M | -11.8% | -4.9% | -7.0% | -9.1% |
| 6M | +18.2% | -1.5% | +19.8% | +18.0% |
| YTD | -35.9% | +8.5% | -44.3% | -41.3% |
| 1Y | -39.0% | +11.4% | -50.4% | -45.4% |
| 3Y | -60.1% | +70.1% | -130.2% | -74.8% |
| All | -71.5% | +53.4% | -124.9% | -79.6% |
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