+86.2%
OSPN vs VT
+11.9%
+74.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +3.9% | +2.4% | +1.6% | +2.4% |
| 30D | +27.6% | -1.5% | +29.1% | +28.5% |
| 3M | +33.7% | -4.1% | +37.8% | +37.7% |
| 6M | +89.6% | +0.6% | +89.0% | +88.6% |
| YTD | +80.2% | +11.0% | +69.2% | +62.3% |
| 1Y | +86.2% | +13.3% | +72.8% | +63.2% |
| All | +86.2% | +11.9% | +74.3% | +63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling