+48.8%
OUST vs VO
+14.1%
+34.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | 0.0% | -8.5% | -8.6% |
| 7D | -3.8% | +3.1% | -6.9% | -14.1% |
| 30D | +5.1% | +2.2% | +2.9% | -2.8% |
| 3M | -25.8% | -2.5% | -23.3% | -16.1% |
| 6M | -2.0% | +7.0% | -9.0% | -17.2% |
| YTD | +54.7% | +14.0% | +40.7% | +7.2% |
| 1Y | +48.8% | +15.6% | +33.2% | -1.0% |
| All | +48.8% | +14.1% | +34.7% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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