+64.8%
OVV vs OUST
+32.6%
+32.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +14.0% | -14.6% | -0.2% |
| 7D | -16.7% | +17.0% | -33.7% | -16.1% |
| 30D | -1.5% | -16.5% | +15.0% | -1.6% |
| 3M | +1.6% | -23.7% | +25.2% | +1.6% |
| 6M | +2.0% | +18.4% | -16.3% | +1.8% |
| YTD | +56.8% | +60.8% | -4.0% | +54.0% |
| 1Y | +64.8% | +44.2% | +20.6% | +63.1% |
| All | +64.8% | +32.6% | +32.3% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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