+155.7%
OSW vs VT
+57.0%
+98.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.7% |
| 7D | -1.1% | +2.4% | -3.4% | -3.6% |
| 30D | +27.7% | -1.5% | +29.2% | +29.8% |
| 3M | +14.6% | -4.1% | +18.8% | +20.2% |
| 6M | +32.8% | +0.6% | +32.2% | +31.4% |
| YTD | +49.5% | +11.0% | +38.4% | +31.7% |
| 1Y | +47.1% | +13.3% | +33.7% | +26.5% |
| 3Y | +183.8% | +73.4% | +110.4% | +53.2% |
| All | +155.7% | +57.0% | +98.6% | +84.5% |
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