+42.7%
VXUS vs OUST
-49.1%
+91.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +14.0% | -13.9% | -0.8% |
| 7D | -1.8% | +17.0% | -18.8% | -2.9% |
| 30D | -4.6% | -16.5% | +11.9% | -3.8% |
| 3M | -6.1% | -23.7% | +17.6% | -5.0% |
| 6M | -4.9% | +18.4% | -23.3% | -7.8% |
| YTD | +8.1% | +60.8% | -52.7% | +2.1% |
| 1Y | +12.1% | +44.2% | -32.1% | +6.4% |
| 3Y | +63.9% | +668.1% | -604.2% | +30.8% |
| All | +42.7% | -49.1% | +91.7% | +33.5% |
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