+762.4%
OSIS price history and return analytics
+346.0%
+416.3%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.3% |
| 7D | -1.5% | -2.3% | +0.8% | +0.4% |
| 30D | +1.2% | -5.0% | +6.1% | +5.6% |
| 3M | -17.2% | -4.9% | -12.3% | -13.7% |
| 6M | -18.3% | -1.5% | -16.7% | -17.1% |
| YTD | -23.0% | +8.5% | -31.5% | -27.8% |
| 1Y | -30.4% | +11.4% | -41.8% | -36.0% |
| 3Y | +80.1% | +70.1% | +10.1% | +20.4% |
| 5Y | +104.6% | +53.7% | +50.9% | +46.6% |
| 10Y | +196.7% | +220.0% | -23.3% | +20.2% |
| All | +762.4% | +346.0% | +416.3% | +170.9% |
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