-98.6%
OSRH vs VT
+69.4%
-168.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.1% | -5.4% | -9.6% |
| 7D | +10.6% | -4.2% | +14.8% | +10.5% |
| 30D | -34.1% | -5.8% | -28.3% | -34.2% |
| 3M | -67.2% | -5.2% | -62.0% | -67.3% |
| 6M | -72.0% | +0.1% | -72.2% | -72.5% |
| YTD | -74.3% | +8.2% | -82.5% | -75.2% |
| 1Y | -75.5% | +10.1% | -85.6% | -76.4% |
| All | -98.6% | +69.4% | -168.0% | -98.7% |
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