+236.1%
ROUS price history and return analytics
+217.4%
+18.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +3.4% | +2.4% | +1.0% | +1.4% |
| 30D | +0.8% | -1.5% | +2.3% | +2.0% |
| 3M | -0.7% | -4.1% | +3.4% | +2.7% |
| 6M | +6.8% | +0.6% | +6.2% | +6.0% |
| YTD | +19.6% | +11.0% | +8.6% | +9.1% |
| 1Y | +21.2% | +13.3% | +7.8% | +8.6% |
| 3Y | +75.1% | +73.4% | +1.7% | +9.5% |
| 5Y | +73.1% | +57.4% | +15.7% | +16.8% |
| 10Y | +248.5% | +221.7% | +26.8% | +43.4% |
| All | +236.1% | +217.4% | +18.7% | +37.3% |
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 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