+13.8%
VRT vs OSCR
+104.5%
-90.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.6% | -21.5% | -13.1% |
| 7D | -15.4% | +15.5% | -30.8% | -15.8% |
| 30D | -19.0% | +8.5% | -27.5% | -19.2% |
| 3M | -23.8% | +15.8% | -39.7% | -24.3% |
| 6M | -37.9% | +89.5% | -127.4% | -42.3% |
| YTD | +27.0% | +144.9% | -117.9% | +9.6% |
| 1Y | +13.8% | +105.1% | -91.3% | -1.5% |
| All | +13.8% | +104.5% | -90.7% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling