+94.2%
OSBC price history and return analytics
+57.4%
+36.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.7% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | +2.3% | -2.6% | +4.9% | +4.4% |
| 3M | -1.1% | -3.2% | +2.2% | +1.5% |
| 6M | +18.6% | +0.9% | +17.7% | +16.9% |
| YTD | +30.3% | +11.3% | +19.0% | +17.8% |
| 1Y | +38.7% | +14.0% | +24.7% | +22.8% |
| 3Y | +91.3% | +75.8% | +15.4% | +17.3% |
| 5Y | +94.2% | +57.8% | +36.4% | +26.8% |
| All | +94.2% | +57.4% | +36.8% | +26.8% |
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