-44.2%
OSUR price history and return analytics
+74.2%
-118.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.2% |
| 7D | -6.9% | -0.1% | -6.8% | -6.8% |
| 30D | -16.0% | -0.7% | -15.3% | -15.3% |
| 3M | -20.8% | +4.0% | -24.8% | -24.4% |
| 6M | +5.0% | +12.3% | -7.3% | -8.7% |
| YTD | +38.8% | +14.0% | +24.8% | +18.3% |
| 1Y | +0.3% | +20.3% | -20.0% | -19.5% |
| All | -44.2% | +74.2% | -118.4% | -70.8% |
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