+207.7%
OSIS price history and return analytics
+222.7%
-15.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.7% |
| 7D | -4.5% | -0.1% | -4.3% | -4.4% |
| 30D | -15.1% | -0.7% | -14.4% | -14.6% |
| 3M | -8.3% | +4.0% | -12.3% | -11.5% |
| 6M | -30.0% | +12.3% | -42.3% | -37.0% |
| YTD | -22.6% | +14.0% | -36.6% | -31.2% |
| 1Y | -14.0% | +20.3% | -34.3% | -26.9% |
| 3Y | +58.1% | +75.4% | -17.3% | -0.9% |
| 5Y | +104.2% | +66.0% | +38.2% | +32.6% |
| 10Y | +207.7% | +228.2% | -20.5% | +14.3% |
| All | +207.7% | +222.7% | -15.0% | +14.3% |
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