+21.2%
OUST vs VLTO
+18.3%
+2.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +0.6% | +15.1% | +16.2% |
| 7D | -0.2% | +13.8% | -14.0% | +10.2% |
| 30D | -24.0% | +21.2% | -45.2% | -12.3% |
| 3M | -29.9% | +21.5% | -51.4% | -18.9% |
| 6M | +19.1% | +33.0% | -13.8% | +47.5% |
| YTD | +55.0% | +17.8% | +37.2% | +98.3% |
| 1Y | +21.2% | +18.1% | +3.1% | +55.1% |
| All | +21.2% | +18.3% | +2.9% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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