-27.4%
OSS price history and return analytics
+53.2%
-80.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.1% | -11.8% | -10.6% |
| 7D | -32.6% | -4.2% | -28.5% | -28.2% |
| 30D | -53.0% | -5.8% | -47.2% | -48.6% |
| 3M | -70.1% | -5.2% | -64.9% | -67.5% |
| 6M | -59.9% | +0.1% | -60.0% | -58.1% |
| YTD | -45.4% | +8.2% | -53.6% | -46.6% |
| 1Y | -31.9% | +10.1% | -42.1% | -34.2% |
| 3Y | +84.9% | +69.7% | +15.2% | +38.3% |
| 5Y | -27.4% | +53.4% | -80.8% | -40.1% |
| All | -27.4% | +53.2% | -80.6% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling