-75.8%
OSG vs VT
+299.5%
-375.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.9% |
| 7D | -2.6% | -1.1% | -1.5% | -1.5% |
| 30D | +3.9% | -1.0% | +4.8% | +4.9% |
| 3M | -12.5% | +3.2% | -15.6% | -15.9% |
| 6M | -7.3% | +12.5% | -19.8% | -20.0% |
| YTD | -37.8% | +14.1% | -51.9% | -47.4% |
| 1Y | -45.7% | +18.9% | -64.6% | -56.1% |
| 3Y | -62.2% | +74.1% | -136.2% | -80.1% |
| 5Y | -64.1% | +66.9% | -131.0% | -80.4% |
| 10Y | -73.6% | +228.3% | -301.9% | -93.4% |
| All | -75.8% | +299.5% | -375.3% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling