-2.3%
OSPN price history and return analytics
+229.8%
-232.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.2% |
| 7D | +0.9% | -1.1% | +2.0% | +2.2% |
| 30D | +2.7% | -1.0% | +3.7% | +4.0% |
| 3M | +18.7% | +3.2% | +15.5% | +14.3% |
| 6M | +60.6% | +12.5% | +48.1% | +39.5% |
| YTD | +35.3% | +14.1% | +21.3% | +15.7% |
| 1Y | +13.9% | +18.9% | -5.1% | -7.2% |
| 3Y | +56.4% | +74.1% | -17.7% | -16.0% |
| 5Y | -5.7% | +66.9% | -72.6% | -46.3% |
| All | -2.3% | +229.8% | -232.1% | -71.6% |
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