+56.6%
OUST vs VIG
+16.6%
+40.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -2.7% |
| 7D | +14.0% | -0.3% | +14.3% | +15.8% |
| 30D | +2.5% | +4.9% | -2.4% | -13.0% |
| 3M | -15.3% | +2.9% | -18.2% | -23.0% |
| 6M | +42.6% | +11.2% | +31.4% | -0.9% |
| YTD | +76.6% | +16.0% | +60.6% | +5.4% |
| All | +56.6% | +16.6% | +40.0% | -6.4% |
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