+54.3%
OUSA vs VT
+73.6%
-19.3%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +1.1% | -1.6% | +2.7% | +2.1% |
| 30D | +6.0% | -2.5% | +8.5% | +7.6% |
| 3M | +3.4% | -1.3% | +4.7% | +4.1% |
| 6M | +9.9% | +3.1% | +6.8% | +7.3% |
| YTD | +10.8% | +10.9% | -0.2% | +2.7% |
| 1Y | +15.1% | +12.1% | +3.1% | +5.9% |
| All | +54.3% | +73.6% | -19.3% | +2.5% |
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