+139.7%
OUSM price history and return analytics
+221.5%
-81.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.1% | +0.4% | -0.6% | -0.5% |
| 30D | -1.0% | +1.0% | -1.9% | -1.9% |
| 3M | +6.7% | +2.4% | +4.3% | +4.0% |
| 6M | +7.2% | +12.0% | -4.8% | -4.3% |
| YTD | +13.9% | +15.3% | -1.4% | -1.3% |
| 1Y | +10.7% | +22.6% | -11.8% | -9.7% |
| 3Y | +41.3% | +74.7% | -33.3% | -18.8% |
| 5Y | +48.8% | +66.1% | -17.4% | -10.5% |
| All | +139.7% | +221.5% | -81.8% | -27.2% |
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