-13.4%
OSIS price history and return analytics
+23.3%
-36.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.2% | +0.4% | -1.7% | -1.8% |
| 30D | -13.2% | +1.0% | -14.1% | -14.2% |
| 3M | -4.0% | +2.4% | -6.4% | -6.7% |
| 6M | -29.3% | +12.0% | -41.3% | -38.8% |
| YTD | -20.0% | +15.3% | -35.3% | -34.7% |
| 1Y | -13.4% | +22.6% | -36.0% | -36.7% |
| All | -13.4% | +23.3% | -36.7% | -36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling