+93.5%
OSW price history and return analytics
+76.6%
+16.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -0.5% | +1.0% | -1.6% | -1.8% |
| 30D | -15.4% | -0.2% | -15.2% | -15.1% |
| 3M | -8.7% | +4.5% | -13.3% | -13.7% |
| 6M | +9.0% | +14.1% | -5.0% | -7.9% |
| YTD | +7.3% | +14.8% | -7.4% | -10.3% |
| 1Y | +1.0% | +21.2% | -20.2% | -21.8% |
| 3Y | +93.5% | +76.6% | +17.0% | +0.6% |
| All | +93.5% | +76.6% | +16.9% | +0.6% |
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