-98.6%
OSRH vs VT
+81.8%
-180.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -3.3% | -2.3% | -1.0% | -3.3% |
| 30D | -32.6% | -5.0% | -27.6% | -32.6% |
| 3M | -66.7% | -4.9% | -61.9% | -66.8% |
| 6M | -75.2% | -1.5% | -73.6% | -75.4% |
| YTD | -74.3% | +8.5% | -82.8% | -75.0% |
| 1Y | -78.5% | +11.4% | -89.9% | -79.2% |
| 3Y | -98.6% | +70.1% | -168.7% | -98.7% |
| All | -98.6% | +81.8% | -180.4% | -98.6% |
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