-14.9%
OSUR vs VT
+374.2%
-389.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -3.3% | +0.4% | -3.8% | -3.9% |
| 30D | -16.1% | +1.0% | -17.1% | -17.1% |
| 3M | -16.5% | +2.4% | -18.9% | -19.2% |
| 6M | +15.6% | +12.0% | +3.6% | +0.2% |
| YTD | +43.8% | +15.3% | +28.5% | +20.3% |
| 1Y | +10.5% | +22.6% | -12.1% | -13.7% |
| 3Y | -46.0% | +74.7% | -120.6% | -72.4% |
| 5Y | -68.9% | +66.1% | -135.0% | -83.1% |
| 10Y | -60.1% | +225.0% | -285.1% | -91.4% |
| All | -14.9% | +374.2% | -389.1% | -91.3% |
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