-76.6%
OSG price history and return analytics
+221.8%
-298.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.2% |
| 7D | +7.0% | +2.4% | +4.7% | +4.6% |
| 30D | +13.6% | -1.5% | +15.1% | +15.1% |
| 3M | +13.4% | -4.1% | +17.5% | +17.8% |
| 6M | -4.8% | +0.6% | -5.4% | -6.6% |
| YTD | -31.4% | +11.0% | -42.4% | -40.3% |
| 1Y | -43.8% | +13.3% | -57.2% | -52.3% |
| 3Y | -63.5% | +73.4% | -136.9% | -80.6% |
| 5Y | -67.8% | +57.4% | -125.3% | -81.0% |
| All | -76.6% | +221.8% | -298.3% | -93.2% |
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 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