+86.5%
OSCV price history and return analytics
+154.5%
-68.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -2.9% | +1.0% | -3.8% | -3.8% |
| 3M | +4.0% | +2.4% | +1.7% | +1.3% |
| 6M | +3.1% | +12.0% | -8.9% | -8.2% |
| YTD | +13.3% | +15.3% | -2.0% | -2.0% |
| 1Y | +9.8% | +22.6% | -12.7% | -10.7% |
| 3Y | +34.2% | +74.7% | -40.4% | -23.4% |
| 5Y | +33.5% | +66.1% | -32.6% | -20.1% |
| All | +86.5% | +154.5% | -68.0% | -30.4% |
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 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