-63.6%
OSRH price history and return analytics
+21.4%
-85.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.5% | -9.7% | -9.6% |
| 7D | -40.2% | +1.0% | -41.2% | -41.2% |
| 30D | -54.4% | -0.2% | -54.2% | -54.8% |
| 3M | -49.9% | +4.5% | -54.4% | -55.1% |
| 6M | -60.6% | +14.1% | -74.7% | -71.9% |
| YTD | -64.2% | +14.8% | -78.9% | -76.7% |
| 1Y | -63.6% | +21.2% | -84.8% | -81.9% |
| All | -63.6% | +21.4% | -85.0% | -81.9% |
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