-64.1%
OUST price history and return analytics
+104.1%
-168.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.2% | +13.8% | +13.4% |
| 7D | +17.0% | -2.3% | +19.3% | +25.2% |
| 30D | -16.5% | -5.0% | -11.5% | -3.1% |
| 3M | -23.7% | -4.9% | -18.8% | -10.7% |
| 6M | +18.4% | -1.5% | +19.9% | +34.8% |
| YTD | +60.8% | +8.5% | +52.3% | +48.6% |
| 1Y | +44.2% | +11.4% | +32.8% | +26.5% |
| 3Y | +668.1% | +70.1% | +598.0% | +195.0% |
| 5Y | -48.8% | +53.7% | -102.6% | -75.0% |
| All | -64.1% | +104.1% | -168.3% | -85.3% |
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