+63.5%
VTRS vs OUST
+29.4%
+34.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.7% | -0.6% |
| 7D | -3.5% | +4.0% | -7.5% | -3.5% |
| 30D | +2.1% | -14.0% | +16.1% | +2.2% |
| 3M | +2.6% | -5.9% | +8.5% | +1.8% |
| 6M | +17.8% | +76.4% | -58.6% | +12.7% |
| YTD | +35.7% | +67.5% | -31.8% | +29.7% |
| 1Y | +63.5% | +27.1% | +36.4% | +54.9% |
| All | +63.5% | +29.4% | +34.1% | +54.9% |
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