+75.7%
VOO vs OUST
-45.2%
+120.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | +14.0% | -14.9% | -1.9% |
| 30D | -2.3% | +2.5% | -4.9% | -2.9% |
| 3M | -1.2% | -15.3% | +14.1% | -0.6% |
| 6M | +3.3% | +42.6% | -39.3% | -1.7% |
| YTD | +12.3% | +76.6% | -64.3% | +4.2% |
| 1Y | +12.5% | +54.1% | -41.6% | +5.2% |
| 3Y | +79.2% | +675.3% | -596.1% | +37.9% |
| 5Y | +75.7% | -45.1% | +120.8% | +67.3% |
| All | +75.7% | -45.2% | +120.9% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling