+136.6%
OUSM price history and return analytics
+219.9%
-83.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +0.4% | +1.0% | -0.6% | -0.5% |
| 30D | -2.6% | -0.2% | -2.3% | -2.4% |
| 3M | +5.8% | +4.5% | +1.3% | +1.2% |
| 6M | +8.8% | +14.1% | -5.2% | -4.6% |
| YTD | +12.4% | +14.8% | -2.3% | -2.1% |
| 1Y | +9.2% | +21.2% | -12.0% | -10.0% |
| 3Y | +43.5% | +76.6% | -33.1% | -18.4% |
| 5Y | +48.6% | +66.6% | -18.0% | -10.9% |
| All | +136.6% | +219.9% | -83.3% | -27.8% |
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