+47.2%
VXUS vs OUST
-50.0%
+97.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.8% | -8.0% | +2.1% |
| 7D | +0.8% | +36.7% | -35.9% | -1.4% |
| 30D | -1.9% | -3.3% | +1.4% | -2.0% |
| 3M | -4.4% | -11.1% | +6.7% | -4.2% |
| 6M | -2.0% | +53.1% | -55.0% | -6.5% |
| YTD | +11.1% | +78.2% | -67.1% | +4.3% |
| 1Y | +15.1% | +50.0% | -35.0% | +8.9% |
| 3Y | +70.4% | +836.2% | -765.7% | +34.1% |
| 5Y | +47.2% | -50.0% | +97.2% | +38.4% |
| All | +47.2% | -50.0% | +97.2% | +38.4% |
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