+21.2%
OUST vs VIG
+19.5%
+1.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +2.1% | +13.6% | +8.4% |
| 7D | -0.2% | +2.7% | -2.9% | -8.6% |
| 30D | -24.0% | +7.0% | -31.0% | -39.9% |
| 3M | -29.9% | +4.0% | -33.9% | -38.8% |
| 6M | +19.1% | +12.3% | +6.9% | -18.7% |
| YTD | +55.0% | +16.4% | +38.6% | -7.1% |
| 1Y | +21.2% | +19.2% | +1.9% | -33.8% |
| All | +21.2% | +19.5% | +1.7% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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