+221.4%
OUSA price history and return analytics
+208.8%
+12.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +0.9% |
| 7D | +1.3% | -4.2% | +5.4% | +4.6% |
| 30D | +5.7% | -5.8% | +11.5% | +10.6% |
| 3M | +3.2% | -5.2% | +8.4% | +7.4% |
| 6M | +11.4% | +0.1% | +11.3% | +10.6% |
| YTD | +11.9% | +8.2% | +3.6% | +4.2% |
| 1Y | +15.6% | +10.1% | +5.5% | +6.1% |
| 3Y | +56.0% | +69.7% | -13.6% | +0.5% |
| 5Y | +55.7% | +53.4% | +2.4% | +8.1% |
| 10Y | +199.3% | +219.2% | -19.9% | +15.1% |
| All | +221.4% | +208.8% | +12.6% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling