+225.0%
OSW price history and return analytics
+158.9%
+66.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.7% |
| 7D | -1.1% | +2.4% | -3.4% | -3.9% |
| 30D | +27.7% | -1.5% | +29.2% | +30.0% |
| 3M | +14.6% | -4.1% | +18.8% | +20.8% |
| 6M | +32.8% | +0.6% | +32.2% | +31.2% |
| YTD | +49.5% | +11.0% | +38.4% | +30.0% |
| 1Y | +47.1% | +13.3% | +33.7% | +24.6% |
| 3Y | +183.8% | +73.4% | +110.4% | +41.1% |
| 5Y | +151.8% | +57.4% | +94.3% | +43.5% |
| All | +225.0% | +158.9% | +66.1% | +7.4% |
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