+112.0%
VSH vs OSCR
+75.7%
+36.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +4.1% | +5.8% | -1.8% | +3.5% |
| 30D | -4.2% | +7.1% | -11.3% | -5.0% |
| 3M | -50.0% | +36.7% | -86.6% | -51.7% |
| 6M | +80.2% | +114.3% | -34.1% | +56.1% |
| YTD | +121.1% | +124.4% | -3.3% | +88.5% |
| 1Y | +112.0% | +75.5% | +36.5% | +87.2% |
| All | +112.0% | +75.7% | +36.2% | +87.2% |
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 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