-48.2%
OSCX price history and return analytics
+19.1%
-67.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -1.6% |
| 7D | -65.8% | -1.1% | -64.7% | -63.4% |
| 30D | -61.1% | -1.0% | -60.2% | -58.5% |
| 3M | -63.5% | +3.2% | -66.7% | -65.5% |
| 6M | +39.4% | +12.5% | +26.9% | -8.0% |
| YTD | +7.1% | +14.1% | -6.9% | -34.2% |
| All | -48.2% | +19.1% | -67.2% | -75.5% |
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