+55.5%
OSEA price history and return analytics
+100.9%
-45.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | -0.1% | +1.0% | -1.1% | -1.0% |
| 30D | -2.9% | -0.2% | -2.7% | -2.7% |
| 3M | +1.1% | +4.5% | -3.5% | -3.1% |
| 6M | +1.4% | +14.1% | -12.7% | -10.4% |
| YTD | -0.4% | +14.8% | -15.1% | -12.4% |
| 1Y | +3.3% | +21.2% | -17.9% | -13.7% |
| 3Y | +29.9% | +76.6% | -46.6% | -24.0% |
| All | +55.5% | +100.9% | -45.4% | -18.4% |
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