-83.1%
OSRH price history and return analytics
+11.9%
-94.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -0.6% | -10.9% | -11.3% |
| 7D | -31.0% | +2.9% | -33.9% | -31.7% |
| 30D | -47.4% | -2.5% | -44.9% | -46.9% |
| 3M | -65.4% | -3.3% | -62.1% | -65.1% |
| 6M | -84.4% | +1.5% | -86.0% | -85.6% |
| YTD | -82.3% | +11.4% | -93.6% | -88.0% |
| 1Y | -83.1% | +11.9% | -95.0% | -88.7% |
| All | -83.1% | +11.9% | -94.9% | -88.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling