+76.8%
VEA vs OSCR
-9.0%
+85.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | -1.5% | +1.6% | -3.1% | -1.5% |
| 30D | -0.8% | +10.7% | -11.5% | -1.5% |
| 3M | +2.5% | +13.4% | -10.9% | +1.5% |
| 6M | +11.1% | +144.6% | -133.4% | +4.7% |
| YTD | +17.2% | +128.0% | -110.9% | +10.7% |
| 1Y | +24.5% | +68.7% | -44.1% | +19.0% |
| 3Y | +75.4% | +398.8% | -323.4% | +51.5% |
| 5Y | +61.1% | +87.3% | -26.2% | +37.5% |
| All | +76.8% | -9.0% | +85.8% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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