-60.2%
OUST vs VEU
+86.9%
-147.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +2.8% | +8.0% | +4.6% |
| 7D | +36.7% | +0.8% | +35.9% | +35.9% |
| 30D | -3.3% | -1.6% | -1.7% | +2.2% |
| 3M | -11.1% | -4.2% | -7.0% | +0.7% |
| 6M | +53.1% | -1.5% | +54.6% | +70.9% |
| YTD | +78.2% | +11.7% | +66.5% | +55.1% |
| 1Y | +50.0% | +15.6% | +34.4% | +22.2% |
| 3Y | +836.2% | +71.7% | +764.4% | +267.2% |
| 5Y | -50.0% | +49.5% | -99.5% | -74.6% |
| All | -60.2% | +86.9% | -147.1% | -81.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling