-98.4%
OSRH vs VT
+89.1%
-187.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.7% | -7.6% | -5.7% |
| 7D | +11.1% | -0.3% | +11.4% | +11.2% |
| 30D | -33.6% | -1.4% | -32.2% | -33.6% |
| 3M | -65.3% | -1.4% | -63.9% | -65.3% |
| 6M | -72.5% | +5.5% | -77.9% | -72.9% |
| YTD | -71.6% | +12.8% | -84.5% | -72.4% |
| 1Y | -73.4% | +15.4% | -88.9% | -74.2% |
| 3Y | -98.5% | +76.9% | -175.3% | -98.5% |
| All | -98.4% | +89.1% | -187.5% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling