+28.5%
OUST vs VEU
+28.8%
-0.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.1% | +0.1% |
| 7D | +5.2% | +1.1% | +4.1% | +2.0% |
| 30D | -19.3% | +2.2% | -21.4% | -23.8% |
| 3M | -22.6% | +3.0% | -25.6% | -25.6% |
| 6M | +62.8% | +10.9% | +51.9% | +35.8% |
| YTD | +68.3% | +18.2% | +50.1% | +5.7% |
| 1Y | +28.5% | +28.3% | +0.3% | -43.3% |
| All | +28.5% | +28.8% | -0.3% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling