+427.5%
OSS price history and return analytics
+75.0%
+352.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -4.2% | +0.4% | -4.7% | -5.1% |
| 30D | -24.0% | +1.0% | -25.0% | -25.4% |
| 3M | -47.2% | +2.4% | -49.6% | -48.8% |
| 6M | +18.8% | +12.0% | +6.8% | +0.9% |
| YTD | +38.9% | +15.3% | +23.5% | +13.2% |
| 1Y | +71.3% | +22.6% | +48.7% | +30.2% |
| All | +427.5% | +75.0% | +352.5% | +159.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling