-1.5%
OXSQ price history and return analytics
+229.8%
-231.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -0.7% | -1.1% | +0.4% | +0.1% |
| 30D | -10.8% | -1.0% | -9.9% | -10.2% |
| 3M | +4.5% | +3.2% | +1.3% | +1.6% |
| 6M | -15.5% | +12.5% | -28.0% | -23.3% |
| YTD | -9.8% | +14.1% | -23.9% | -19.1% |
| 1Y | -21.4% | +18.9% | -40.3% | -31.9% |
| 3Y | -24.1% | +74.1% | -98.2% | -53.2% |
| 5Y | -31.3% | +66.9% | -98.1% | -56.5% |
| All | -1.5% | +229.8% | -231.3% | -63.3% |
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