+118.9%
OSPN price history and return analytics
+356.5%
-237.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +3.3% | +2.4% | +1.0% | +0.7% |
| 30D | +26.8% | -1.5% | +28.3% | +28.5% |
| 3M | +32.9% | -4.1% | +37.0% | +38.8% |
| 6M | +88.5% | +0.6% | +87.9% | +86.1% |
| YTD | +79.2% | +11.0% | +68.1% | +57.6% |
| 1Y | +85.1% | +13.3% | +71.7% | +59.1% |
| 3Y | +138.3% | +73.4% | +64.9% | +28.9% |
| 5Y | +21.6% | +57.4% | -35.9% | -25.8% |
| 10Y | +60.5% | +221.7% | -161.2% | -55.7% |
| All | +118.9% | +356.5% | -237.6% | -62.1% |
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