+102.7%
VTI vs OSCR
-9.0%
+111.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | -0.9% | +1.6% | -2.5% | -1.0% |
| 30D | -1.4% | +10.7% | -12.1% | -2.2% |
| 3M | +3.6% | +13.4% | -9.8% | +2.3% |
| 6M | +13.6% | +144.6% | -130.9% | +5.5% |
| YTD | +12.9% | +128.0% | -115.1% | +5.1% |
| 1Y | +17.2% | +68.7% | -51.4% | +10.8% |
| 3Y | +75.7% | +398.8% | -323.1% | +45.1% |
| 5Y | +75.4% | +87.3% | -11.8% | +43.2% |
| All | +102.7% | -9.0% | +111.7% | +74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling