-65.3%
OSTX vs VT
+42.0%
-107.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -3.4% |
| 7D | -24.2% | -0.7% | -23.5% | -23.2% |
| 30D | -44.1% | -1.7% | -42.4% | -42.7% |
| 3M | -45.5% | -2.3% | -43.2% | -43.7% |
| 6M | -49.0% | +1.5% | -50.5% | -49.6% |
| YTD | -37.7% | +12.0% | -49.8% | -44.7% |
| 1Y | -53.9% | +12.9% | -66.7% | -59.2% |
| All | -65.3% | +42.0% | -107.3% | -73.2% |
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