-70.1%
OSUR price history and return analytics
+65.7%
-135.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.4% |
| 7D | -6.6% | -1.1% | -5.5% | -5.4% |
| 30D | -13.3% | -1.0% | -12.3% | -12.3% |
| 3M | -22.4% | +3.2% | -25.6% | -25.5% |
| 6M | +2.2% | +12.5% | -10.3% | -11.4% |
| YTD | +34.3% | +14.1% | +20.2% | +14.3% |
| 1Y | -2.1% | +18.9% | -21.0% | -20.3% |
| 3Y | -46.0% | +74.1% | -120.1% | -71.8% |
| All | -70.1% | +65.7% | -135.8% | -84.8% |
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 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