+49.9%
OSW vs VT
+12.0%
+38.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +7.3% | -0.1% | +7.4% | +7.3% |
| 30D | +35.7% | -3.1% | +38.8% | +39.6% |
| 3M | +25.1% | -3.5% | +28.6% | +29.4% |
| 6M | +30.3% | +0.5% | +29.9% | +29.0% |
| YTD | +56.4% | +10.8% | +45.6% | +37.5% |
| All | +49.9% | +12.0% | +38.0% | +30.4% |
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 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