+159.7%
OSPN vs VT
+74.1%
+85.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +1.5% |
| 7D | -11.6% | +0.4% | -12.0% | -11.9% |
| 30D | +24.0% | -2.6% | +26.6% | +27.6% |
| 3M | +35.7% | -3.2% | +38.9% | +40.8% |
| 6M | +88.2% | +0.9% | +87.2% | +84.3% |
| YTD | +81.4% | +11.3% | +70.1% | +54.4% |
| 1Y | +92.2% | +14.0% | +78.2% | +58.0% |
| 3Y | +159.7% | +75.8% | +83.9% | -9.3% |
| All | +159.7% | +74.1% | +85.6% | -9.3% |
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