-5.8%
OSCR price history and return analytics
+85.0%
-90.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.9% |
| 7D | +1.6% | -1.1% | +2.7% | +3.4% |
| 30D | +10.7% | -1.0% | +11.7% | +12.5% |
| 3M | +13.4% | +3.2% | +10.2% | +7.0% |
| 6M | +144.6% | +12.5% | +132.1% | +98.7% |
| YTD | +128.0% | +14.1% | +114.0% | +81.2% |
| 1Y | +68.7% | +18.9% | +49.8% | +25.3% |
| 3Y | +398.8% | +74.1% | +324.7% | +87.3% |
| 5Y | +87.3% | +66.9% | +20.4% | -21.1% |
| All | -5.8% | +85.0% | -90.8% | -67.2% |
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