+86.1%
OSCV price history and return analytics
+144.4%
-58.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +0.4% | -0.1% | +0.6% | +0.5% |
| 30D | +4.7% | -3.1% | +7.7% | +7.6% |
| 3M | -2.6% | -3.5% | +0.9% | +0.5% |
| 6M | +2.1% | +0.5% | +1.7% | +1.0% |
| YTD | +13.1% | +10.8% | +2.3% | +1.4% |
| 1Y | +13.4% | +11.9% | +1.5% | +0.6% |
| 3Y | +42.5% | +73.0% | -30.5% | -18.3% |
| 5Y | +24.8% | +58.6% | -33.9% | -22.0% |
| All | +86.1% | +144.4% | -58.4% | -28.0% |
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