+85.4%
OSCV price history and return analytics
+145.0%
-59.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +2.3% | +2.4% | 0.0% | +0.1% |
| 30D | +4.5% | -1.5% | +6.0% | +5.8% |
| 3M | -3.5% | -4.1% | +0.6% | +0.2% |
| 6M | +3.1% | +0.6% | +2.5% | +1.8% |
| YTD | +12.7% | +11.0% | +1.6% | +0.8% |
| 1Y | +13.7% | +13.3% | +0.3% | -0.4% |
| 3Y | +41.7% | +73.4% | -31.6% | -18.9% |
| 5Y | +23.5% | +57.4% | -34.0% | -22.2% |
| All | +85.4% | +145.0% | -59.6% | -28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling