+577.1%
OUST vs VIG
+56.4%
+520.8%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +3.0% |
| 7D | +5.2% | -0.4% | +5.7% | +6.6% |
| 30D | -19.3% | -1.0% | -18.3% | -17.2% |
| 3M | -22.6% | +2.8% | -25.4% | -27.7% |
| 6M | +62.8% | +8.2% | +54.6% | +33.3% |
| YTD | +68.3% | +11.0% | +57.3% | +29.5% |
| 1Y | +28.5% | +16.1% | +12.4% | -9.9% |
| All | +577.1% | +56.4% | +520.8% | +64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling