+25.1%
OCS price history and return analytics
+66.2%
-41.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -0.2% | +1.0% | -1.2% | -0.6% |
| 30D | -4.1% | -0.2% | -3.9% | -4.0% |
| 3M | +13.5% | +4.5% | +9.0% | +11.6% |
| 6M | -54.9% | +14.1% | -69.0% | -57.1% |
| YTD | -39.1% | +14.8% | -53.9% | -42.2% |
| 1Y | -29.5% | +21.2% | -50.7% | -34.2% |
| 3Y | -6.5% | +76.6% | -83.0% | -20.4% |
| 5Y | +25.1% | +66.6% | -41.5% | +5.8% |
| All | +25.1% | +66.2% | -41.1% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling