-98.0%
OSRH price history and return analytics
+92.3%
-190.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.5% | -9.7% | -10.2% |
| 7D | -40.2% | +1.0% | -41.2% | -40.3% |
| 30D | -54.4% | -0.2% | -54.2% | -54.4% |
| 3M | -49.9% | +4.5% | -54.4% | -50.4% |
| 6M | -60.6% | +14.1% | -74.7% | -61.8% |
| YTD | -64.2% | +14.8% | -78.9% | -65.2% |
| 1Y | -63.6% | +21.2% | -84.8% | -64.4% |
| 3Y | -98.1% | +76.6% | -174.6% | -98.1% |
| All | -98.0% | +92.3% | -190.3% | -98.0% |
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