+668.1%
OUST vs VEU
+64.7%
+603.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.2% | +13.8% | +13.5% |
| 7D | +17.0% | -1.6% | +18.6% | +23.0% |
| 30D | -16.5% | -4.3% | -12.2% | -4.7% |
| 3M | -23.7% | -5.8% | -17.8% | -8.4% |
| 6M | +18.4% | -4.4% | +22.7% | +44.3% |
| YTD | +60.8% | +8.7% | +52.1% | +46.5% |
| 1Y | +44.2% | +12.6% | +31.6% | +21.4% |
| 3Y | +668.1% | +65.2% | +602.9% | +97.7% |
| All | +668.1% | +64.7% | +603.4% | +97.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling