-33.1%
OSTX price history and return analytics
+44.6%
-77.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.9% | -8.6% | -8.7% |
| 7D | -10.6% | -1.1% | -9.5% | -9.5% |
| 30D | +4.3% | -1.0% | +5.3% | +5.6% |
| 3M | -1.8% | +3.2% | -4.9% | -5.0% |
| 6M | +8.4% | +12.5% | -4.1% | -4.5% |
| YTD | +20.0% | +14.1% | +5.9% | +3.9% |
| 1Y | -27.3% | +18.9% | -46.2% | -39.3% |
| All | -33.1% | +44.6% | -77.6% | -49.7% |
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 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