-10.0%
OSTX vs VT
+23.3%
-33.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +14.6% | +0.4% | +14.2% | +13.9% |
| 30D | +17.5% | +1.0% | +16.5% | +15.9% |
| 3M | +1.6% | +2.4% | -0.8% | -1.8% |
| 6M | +27.9% | +12.0% | +15.9% | +9.8% |
| YTD | +34.3% | +15.3% | +18.9% | +6.7% |
| 1Y | -10.0% | +22.6% | -32.6% | -36.9% |
| All | -10.0% | +23.3% | -33.4% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling