-64.2%
OSG price history and return analytics
+66.2%
-130.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +9.0% | +1.0% | +8.0% | +8.3% |
| 30D | +0.4% | -0.2% | +0.6% | +0.6% |
| 3M | -9.2% | +4.5% | -13.7% | -12.4% |
| 6M | -9.0% | +14.1% | -23.1% | -19.0% |
| YTD | -36.4% | +14.8% | -51.1% | -43.8% |
| 1Y | -46.1% | +21.2% | -67.3% | -54.6% |
| 3Y | -61.2% | +76.6% | -137.8% | -76.1% |
| 5Y | -64.2% | +66.6% | -130.8% | -76.1% |
| All | -64.2% | +66.2% | -130.4% | -76.1% |
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