+195.8%
OUSA price history and return analytics
+217.6%
-21.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +6.0% | -3.1% | +9.1% | +8.5% |
| 3M | +4.1% | -3.5% | +7.6% | +6.8% |
| 6M | +12.8% | +0.5% | +12.3% | +11.8% |
| YTD | +13.0% | +10.8% | +2.3% | +3.3% |
| 1Y | +16.9% | +11.9% | +5.0% | +5.9% |
| 3Y | +56.4% | +73.0% | -16.6% | -1.5% |
| 5Y | +57.8% | +58.6% | -0.8% | +6.0% |
| 10Y | +195.8% | +219.2% | -23.4% | +13.6% |
| All | +195.8% | +217.6% | -21.9% | +13.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling