+104.3%
OSS vs VT
+147.0%
-42.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -4.2% | +0.4% | -4.7% | -4.7% |
| 30D | -24.0% | +1.0% | -25.0% | -24.8% |
| 3M | -47.2% | +2.4% | -49.6% | -48.0% |
| 6M | +18.8% | +12.0% | +6.8% | +7.8% |
| YTD | +38.9% | +15.3% | +23.5% | +22.6% |
| 1Y | +71.3% | +22.6% | +48.7% | +43.8% |
| 3Y | +408.7% | +74.7% | +334.0% | +205.3% |
| 5Y | +67.3% | +66.1% | +1.1% | +4.7% |
| All | +104.3% | +147.0% | -42.7% | -16.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling