-6.5%
OCS price history and return analytics
+76.6%
-83.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -0.2% | +1.0% | -1.2% | -0.9% |
| 30D | -4.1% | -0.2% | -3.9% | -4.0% |
| 3M | +13.5% | +4.5% | +9.0% | +10.0% |
| 6M | -54.9% | +14.1% | -69.0% | -59.0% |
| YTD | -39.1% | +14.8% | -53.9% | -44.9% |
| 1Y | -29.5% | +21.2% | -50.7% | -38.3% |
| 3Y | -6.5% | +76.6% | -83.0% | -38.6% |
| All | -6.5% | +76.6% | -83.1% | -38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling