-49.4%
VG vs OSCR
+102.5%
-151.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +1.5% |
| 7D | -7.7% | +3.3% | -11.0% | -7.9% |
| 30D | -8.8% | +0.3% | -9.1% | -9.0% |
| 3M | -15.6% | +21.0% | -36.6% | -17.1% |
| 6M | +5.2% | +57.1% | -51.8% | 0.0% |
| YTD | +76.9% | +132.9% | -56.0% | +60.8% |
| 1Y | +42.5% | +129.1% | -86.6% | +29.9% |
| All | -49.4% | +102.5% | -151.9% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling