-21.5%
OCS price history and return analytics
+72.0%
-93.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.2% |
| 7D | +4.5% | -0.7% | +5.2% | +4.9% |
| 30D | -3.4% | -1.7% | -1.7% | -2.7% |
| 3M | -40.3% | -2.3% | -38.0% | -39.7% |
| 6M | -76.7% | +1.5% | -78.2% | -76.8% |
| YTD | -61.9% | +12.0% | -73.9% | -63.4% |
| 1Y | -60.8% | +12.9% | -73.6% | -62.4% |
| 3Y | -22.3% | +74.9% | -97.3% | -32.9% |
| 5Y | -21.8% | +59.9% | -81.7% | -32.9% |
| All | -21.5% | +72.0% | -93.5% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling