-27.1%
OSTX price history and return analytics
+45.4%
-72.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | +10.2% | +1.0% | +9.2% | +9.1% |
| 30D | +14.4% | -0.2% | +14.6% | +14.8% |
| 3M | +2.2% | +4.5% | -2.3% | -2.6% |
| 6M | +16.6% | +14.1% | +2.5% | +1.2% |
| YTD | +30.7% | +14.8% | +16.0% | +12.5% |
| 1Y | -18.3% | +21.2% | -39.5% | -33.0% |
| All | -27.1% | +45.4% | -72.5% | -45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling