-75.1%
OSG price history and return analytics
+280.0%
-355.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.2% |
| 7D | -1.0% | -2.3% | +1.3% | +1.3% |
| 30D | +8.0% | -5.0% | +13.0% | +13.5% |
| 3M | -11.8% | -4.9% | -7.0% | -7.7% |
| 6M | +18.2% | -1.5% | +19.8% | +17.8% |
| YTD | -35.9% | +8.5% | -44.3% | -43.1% |
| 1Y | -39.0% | +11.4% | -50.4% | -47.4% |
| 3Y | -60.1% | +70.1% | -130.2% | -78.6% |
| 5Y | -70.7% | +53.7% | -124.4% | -82.5% |
| 10Y | -74.7% | +220.0% | -294.7% | -93.6% |
| All | -75.1% | +280.0% | -355.0% | -94.9% |
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