-60.2%
OSTX vs VT
+37.5%
-97.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -19.4% | -2.3% | -17.0% | -16.4% |
| 30D | -35.5% | -5.0% | -30.5% | -30.9% |
| 3M | -38.7% | -4.9% | -33.8% | -34.4% |
| 6M | -42.2% | -1.5% | -40.7% | -40.5% |
| YTD | -28.6% | +8.5% | -37.1% | -33.9% |
| 1Y | -45.1% | +11.4% | -56.4% | -50.3% |
| All | -60.2% | +37.5% | -97.7% | -68.0% |
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