+63.4%
VSH vs OSCR
+104.5%
-41.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +8.6% | -13.6% | -5.4% |
| 7D | -13.6% | +15.5% | -29.1% | -14.1% |
| 30D | -30.4% | +8.5% | -38.9% | -30.6% |
| 3M | -33.3% | +15.8% | -49.1% | -33.9% |
| 6M | -15.1% | +89.5% | -104.6% | -19.5% |
| YTD | +80.2% | +144.9% | -64.7% | +60.8% |
| 1Y | +63.4% | +105.1% | -41.7% | +46.8% |
| All | +63.4% | +104.5% | -41.1% | +46.8% |
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