+120.7%
OILU vs VOO
+74.6%
+46.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +3.2% |
| 7D | -1.2% | +0.5% | -1.7% | -2.2% |
| 30D | +37.7% | -0.9% | +38.7% | +39.6% |
| 3M | +28.4% | +3.9% | +24.5% | +16.2% |
| 6M | +32.2% | +14.5% | +17.7% | -5.2% |
| YTD | +142.3% | +13.0% | +129.4% | +77.9% |
| 1Y | +149.5% | +19.4% | +130.1% | +61.9% |
| 3Y | +13.1% | +78.9% | -65.8% | -66.8% |
| All | +120.7% | +74.6% | +46.1% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VOO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling