-48.7%
OSCX price history and return analytics
+18.0%
-66.7%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.4% | +8.0% |
| 7D | -66.1% | -2.0% | -64.1% | -62.8% |
| 30D | -56.5% | -1.4% | -55.1% | -52.8% |
| 3M | -61.2% | +4.7% | -65.9% | -65.0% |
| 6M | +39.4% | +11.4% | +28.1% | -5.2% |
| YTD | +6.2% | +13.1% | -6.9% | -33.2% |
| All | -48.7% | +18.0% | -66.7% | -75.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling