-60.2%
OUST price history and return analytics
+109.4%
-169.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +2.6% | +8.2% | +4.1% |
| 7D | +36.7% | +0.4% | +36.3% | +36.9% |
| 30D | -3.3% | -2.6% | -0.7% | +5.6% |
| 3M | -11.1% | -3.2% | -7.9% | -0.1% |
| 6M | +53.1% | +0.9% | +52.1% | +63.4% |
| YTD | +78.2% | +11.3% | +66.9% | +54.8% |
| 1Y | +50.0% | +14.0% | +36.0% | +24.3% |
| 3Y | +836.2% | +75.8% | +760.3% | +232.2% |
| 5Y | -50.0% | +57.8% | -107.8% | -77.1% |
| All | -60.2% | +109.4% | -169.7% | -84.7% |
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