+398.8%
OSCR price history and return analytics
+74.2%
+324.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.6% |
| 7D | +1.6% | -1.1% | +2.7% | +3.1% |
| 30D | +10.7% | -1.0% | +11.7% | +12.2% |
| 3M | +13.4% | +3.2% | +10.2% | +8.2% |
| 6M | +144.6% | +12.5% | +132.1% | +104.8% |
| YTD | +128.0% | +14.1% | +114.0% | +87.6% |
| 1Y | +68.7% | +18.9% | +49.8% | +31.3% |
| 3Y | +398.8% | +74.1% | +324.7% | +85.9% |
| All | +398.8% | +74.2% | +324.6% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling