+15.5%
OUSA price history and return analytics
+10.5%
+5.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | +0.5% | -2.3% | +2.8% | +1.4% |
| 30D | +4.9% | -5.0% | +9.8% | +6.8% |
| 3M | +2.1% | -4.9% | +6.9% | +3.9% |
| 6M | +10.0% | -1.5% | +11.6% | +10.4% |
| YTD | +10.9% | +8.5% | +2.4% | +5.6% |
| 1Y | +15.5% | +11.4% | +4.1% | +8.4% |
| All | +15.5% | +10.5% | +5.0% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling