+668.1%
OUST vs VLTO
+69.5%
+598.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.5% | +13.5% | +13.9% |
| 7D | +17.0% | +5.4% | +11.6% | +15.8% |
| 30D | -16.5% | +22.3% | -38.8% | -20.6% |
| 3M | -23.7% | +19.6% | -43.3% | -26.9% |
| 6M | +18.4% | +35.2% | -16.8% | +5.0% |
| YTD | +60.8% | +17.9% | +42.9% | +56.9% |
| 1Y | +44.2% | +19.5% | +24.7% | +38.5% |
| 3Y | +668.1% | +73.9% | +594.2% | +520.0% |
| All | +668.1% | +69.5% | +598.6% | +520.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling