+39.7%
OASC price history and return analytics
+45.1%
-5.3%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.5% |
| 7D | +3.0% | +2.9% | +0.1% | -0.1% |
| 30D | -1.9% | -2.5% | +0.6% | +0.9% |
| 3M | -4.6% | -3.3% | -1.3% | -1.0% |
| 6M | +0.1% | +1.5% | -1.4% | -1.6% |
| YTD | +14.4% | +11.4% | +3.0% | +1.4% |
| 1Y | +17.5% | +11.9% | +5.5% | +3.5% |
| All | +39.7% | +45.1% | -5.3% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling