+136.4%
OSW vs VT
+169.0%
-32.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -11.3% | +0.4% | -11.8% | -11.7% |
| 30D | -15.7% | +1.0% | -16.6% | -16.6% |
| 3M | -6.5% | +2.4% | -8.9% | -9.5% |
| 6M | +8.2% | +12.0% | -3.8% | -6.5% |
| YTD | +8.7% | +15.3% | -6.6% | -9.7% |
| 1Y | +2.1% | +22.6% | -20.5% | -21.7% |
| 3Y | +98.7% | +74.7% | +24.0% | -2.0% |
| 5Y | +126.0% | +66.1% | +59.9% | +20.5% |
| All | +136.4% | +169.0% | -32.6% | -25.4% |
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 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