+65.3%
VXUS vs OSCR
-11.8%
+77.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | -0.5% |
| 7D | +0.3% | +4.7% | -4.4% | 0.0% |
| 30D | +0.7% | +14.8% | -14.1% | -0.2% |
| 3M | +4.8% | +16.7% | -11.9% | +3.6% |
| 6M | +11.3% | +127.5% | -116.2% | +5.5% |
| YTD | +16.5% | +121.0% | -104.5% | +10.4% |
| 1Y | +24.3% | +58.4% | -34.1% | +19.3% |
| 3Y | +74.5% | +392.4% | -317.9% | +51.0% |
| 5Y | +54.3% | +80.5% | -26.1% | +32.3% |
| All | +65.3% | -11.8% | +77.0% | +47.2% |
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 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