+52.8%
OSEA price history and return analytics
+99.6%
-46.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.4% |
| 7D | -2.3% | -1.1% | -1.2% | -1.3% |
| 30D | -3.9% | -1.0% | -2.9% | -3.0% |
| 3M | -2.0% | +3.2% | -5.1% | -4.8% |
| 6M | -1.5% | +12.5% | -13.9% | -11.8% |
| YTD | -2.1% | +14.1% | -16.1% | -13.4% |
| 1Y | +1.6% | +18.9% | -17.3% | -13.6% |
| 3Y | +26.6% | +74.1% | -47.5% | -25.0% |
| All | +52.8% | +99.6% | -46.8% | -19.4% |
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 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