+58.0%
OSPN price history and return analytics
+371.8%
-313.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.0% |
| 7D | +1.4% | +1.0% | +0.4% | +0.3% |
| 30D | -3.3% | -0.2% | -3.1% | -2.9% |
| 3M | +14.5% | +4.5% | +10.0% | +8.6% |
| 6M | +52.5% | +14.1% | +38.4% | +30.6% |
| YTD | +29.3% | +14.8% | +14.5% | +10.1% |
| 1Y | +7.5% | +21.2% | -13.7% | -14.0% |
| 3Y | +48.9% | +76.6% | -27.6% | -20.5% |
| 5Y | -7.6% | +66.6% | -74.2% | -46.7% |
| 10Y | -7.5% | +222.3% | -229.8% | -74.5% |
| All | +58.0% | +371.8% | -313.8% | -73.5% |
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