+234.8%
OSBC price history and return analytics
+221.4%
+13.3%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +1.8% | +1.0% | +0.8% | +0.8% |
| 30D | +0.4% | -0.2% | +0.6% | +0.6% |
| 3M | +17.9% | +4.5% | +13.4% | +12.2% |
| 6M | +31.4% | +14.1% | +17.3% | +13.9% |
| YTD | +32.2% | +14.8% | +17.4% | +13.8% |
| 1Y | +39.7% | +21.2% | +18.5% | +13.6% |
| 3Y | +84.5% | +76.6% | +7.9% | +1.4% |
| 5Y | +128.0% | +66.6% | +61.4% | +32.4% |
| 10Y | +234.8% | +222.3% | +12.5% | -4.9% |
| All | +234.8% | +221.4% | +13.3% | -4.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling