+136.3%
VOO vs OUST
-60.2%
+196.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.8% | -8.5% | +1.6% |
| 7D | +0.1% | +36.7% | -36.6% | -2.1% |
| 30D | -3.3% | -3.3% | 0.0% | -3.4% |
| 3M | -2.4% | -11.1% | +8.7% | -2.3% |
| 6M | +2.6% | +53.1% | -50.5% | -2.5% |
| YTD | +11.3% | +78.2% | -67.0% | +3.8% |
| 1Y | +13.4% | +50.0% | -36.6% | +6.8% |
| 3Y | +80.3% | +836.2% | -755.9% | +41.0% |
| 5Y | +72.7% | -50.0% | +122.7% | +52.9% |
| All | +136.3% | -60.2% | +196.5% | +110.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling