+52.2%
OSEA price history and return analytics
+97.9%
-45.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.2% |
| 7D | -2.6% | -2.0% | -0.6% | -0.7% |
| 30D | -4.7% | -1.4% | -3.3% | -3.4% |
| 3M | 0.0% | +4.7% | -4.8% | -4.3% |
| 6M | -2.0% | +11.4% | -13.3% | -11.4% |
| YTD | -2.5% | +13.1% | -15.5% | -13.1% |
| 1Y | +2.0% | +19.0% | -17.1% | -13.4% |
| 3Y | +27.2% | +73.9% | -46.8% | -24.6% |
| All | +52.2% | +97.9% | -45.7% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling