+83.8%
OSCV price history and return analytics
+151.6%
-67.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -1.0% | -0.1% | -0.8% | -0.8% |
| 30D | -3.8% | -0.7% | -3.2% | -3.2% |
| 3M | +1.8% | +4.0% | -2.2% | -2.3% |
| 6M | +4.6% | +12.3% | -7.7% | -7.2% |
| YTD | +11.7% | +14.0% | -2.3% | -2.4% |
| 1Y | +9.2% | +20.3% | -11.2% | -9.6% |
| 3Y | +35.8% | +75.4% | -39.6% | -22.9% |
| 5Y | +33.3% | +66.0% | -32.6% | -20.2% |
| All | +83.8% | +151.6% | -67.8% | -30.7% |
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