-62.1%
OSRH vs VT
+23.3%
-85.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | 0.0% | -8.1% | -8.1% |
| 7D | -13.5% | +0.4% | -13.9% | -14.3% |
| 30D | -49.1% | +1.0% | -50.1% | -50.5% |
| 3M | -45.9% | +2.4% | -48.3% | -48.7% |
| 6M | -45.0% | +12.0% | -57.0% | -58.2% |
| YTD | -60.1% | +15.3% | -75.4% | -74.1% |
| 1Y | -62.1% | +22.6% | -84.6% | -81.2% |
| All | -62.1% | +23.3% | -85.4% | -81.2% |
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