-97.8%
OSRH vs VT
+93.3%
-191.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | 0.0% | -8.1% | -8.2% |
| 7D | -13.5% | +0.4% | -13.9% | -13.5% |
| 30D | -49.1% | +1.0% | -50.1% | -49.2% |
| 3M | -45.9% | +2.4% | -48.3% | -46.1% |
| 6M | -45.0% | +12.0% | -57.0% | -46.5% |
| YTD | -60.1% | +15.3% | -75.4% | -61.3% |
| 1Y | -62.1% | +22.6% | -84.6% | -62.8% |
| 3Y | -97.8% | +74.7% | -172.5% | -97.9% |
| All | -97.8% | +93.3% | -191.1% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling