+12.6%
VT vs OSCR
+115.5%
-102.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +1.4% |
| 7D | -0.7% | -8.8% | +8.1% | -0.2% |
| 30D | -1.7% | -5.6% | +3.8% | -1.5% |
| 3M | -2.3% | +14.8% | -17.1% | -3.2% |
| 6M | +1.5% | +46.0% | -44.4% | -1.7% |
| YTD | +12.0% | +123.5% | -111.4% | +3.2% |
| All | +12.6% | +115.5% | -102.9% | +3.7% |
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 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