-58.7%
OSRH vs VT
+23.4%
-82.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.6% | +1.0% | -25.6% | -25.8% |
| 7D | +44.1% | +0.1% | +44.0% | +43.1% |
| 30D | -46.9% | +0.8% | -47.7% | -48.2% |
| 3M | -41.8% | +2.8% | -44.6% | -45.3% |
| 6M | -39.1% | +13.0% | -52.0% | -55.2% |
| YTD | -56.6% | +15.4% | -71.9% | -71.8% |
| All | -58.7% | +23.4% | -82.0% | -79.5% |
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