+35.4%
OGS price history and return analytics
+66.2%
-30.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.5% | +0.4% | 0.0% | +0.3% |
| 30D | +1.6% | +1.0% | +0.6% | +1.3% |
| 3M | +4.2% | +2.4% | +1.8% | +3.1% |
| 6M | -7.4% | +12.0% | -19.4% | -11.6% |
| YTD | +6.0% | +15.3% | -9.4% | -0.2% |
| 1Y | +9.7% | +22.6% | -12.8% | +0.6% |
| 3Y | +21.9% | +74.7% | -52.8% | -5.2% |
| All | +35.4% | +66.2% | -30.8% | +2.8% |
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