+156.5%
OSW vs VT
+53.2%
+103.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +2.8% |
| 7D | +2.1% | -4.2% | +6.2% | +7.0% |
| 30D | +32.0% | -5.8% | +37.8% | +41.1% |
| 3M | +15.7% | -5.2% | +20.9% | +23.0% |
| 6M | +28.3% | +0.1% | +28.2% | +27.6% |
| YTD | +49.1% | +8.2% | +40.8% | +35.2% |
| 1Y | +39.4% | +10.1% | +29.2% | +23.8% |
| 3Y | +185.2% | +69.7% | +115.5% | +57.8% |
| 5Y | +156.5% | +53.4% | +103.1% | +95.3% |
| All | +156.5% | +53.2% | +103.3% | +95.3% |
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 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