+138.8%
OUNZ price history and return analytics
+63.7%
+75.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.5% |
| 7D | -3.4% | -2.0% | -1.4% | -2.9% |
| 30D | -1.1% | -1.4% | +0.3% | -0.7% |
| 3M | +5.9% | +4.7% | +1.1% | +4.7% |
| 6M | -16.9% | +11.4% | -28.3% | -18.9% |
| YTD | +0.2% | +13.1% | -12.9% | -2.4% |
| 1Y | +18.5% | +19.0% | -0.5% | +14.4% |
| 3Y | +123.6% | +73.9% | +49.7% | +102.9% |
| 5Y | +138.8% | +65.4% | +73.4% | +110.5% |
| All | +138.8% | +63.7% | +75.1% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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