+156.3%
OSIS price history and return analytics
+222.7%
-66.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +2.3% | +2.9% | -0.6% | -0.4% |
| 30D | +0.6% | -2.5% | +3.2% | +3.1% |
| 3M | -15.4% | -3.3% | -12.1% | -12.7% |
| 6M | -13.8% | +1.5% | -15.4% | -14.9% |
| YTD | -23.2% | +11.4% | -34.5% | -30.2% |
| 1Y | -30.9% | +11.9% | -42.8% | -37.4% |
| 3Y | +76.0% | +73.9% | +2.1% | +11.2% |
| 5Y | +105.2% | +57.9% | +47.3% | +39.3% |
| All | +156.3% | +222.7% | -66.4% | -0.8% |
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